AeroLeads people directory · profile
Warren Persaud, Cfp®, Chs Email & Phone Number
Estate Planning Specialist
at
Ventum Financial
1 work email found
@freedom55financial.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Estate Planning Specialist
Location
Ajax, Ontario, Canada
Company size
Who is Warren Persaud, Cfp®, Chs? Overview
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Quick answer
Warren Persaud, Cfp®, Chs is listed as Estate Planning Specialist at Ventum Financial, a with 198 employees, based in Ajax, Ontario, Canada. AeroLeads shows a work email signal at freedom55financial.com and a matched LinkedIn profile for Warren Persaud, Cfp®, Chs.
Warren Persaud, Cfp®, Chs previously worked as Mutual Fund Advisor at Investia Financial Services and Certified Financial Planner, Insurance Advisor at Persaud Financial. Warren Persaud, Cfp®, Chs holds Honours Ba, Political Science from University Of Toronto.
Company email context
Email format at Ventum Financial
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*@freedom55financial.com
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AeroLeads found 1 current-domain work email signal for Warren Persaud, Cfp®, Chs. Compare company email patterns before reaching out.
Profile bio
About Warren Persaud, Cfp®, Chs
With over 20 years of experience in the financial services industry, I am dedicated to helping you grow, manage and transition your wealth. I start with gaining a deep understanding of your goals and dreams to develop a financial security plan tailored to you.Whether your goal is to retire comfortably, finance your child’s education, purchase a vacation property, build a successful business or leave a legacy, I have access to a team of experts to offer you comprehensive wealth management solutions including investments, insurance, tax and estate planning, and much more.But it doesn’t end there. Together, we will regularly review your plan to help ensure it continues to meet your needs through every stage of your life.
Listed skills include Retirement Planning, Investments, Wealth Management, Mutual Funds, and 13 others.
Current workplace
Warren Persaud, Cfp®, Chs's current company
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Ventum Financial
5 roles
Warren Persaud, Cfp®, Chs work experience
A career timeline built from the work history available for this profile.
Mutual Fund Advisor
Certified Financial Planner, Insurance Advisor
Persaud Financial
Understanding your goals and dreams is important in building the right plan for you. In the convenience of your home or office, I will:- Evaluate all your financial security needs- Discuss wealth creation, insurance protection and estate planning- Make recommendations and help you implement them over time- Regularly review your financial security plan to help ensure it continues to meet your needs
Regional Sales Director, Investment Products
Managed business development for advisors in Eastern Ontario including practice management, sales support and product training. Strategically promoted new business within all investment solutions by partnering with insurance counterparts, building brand awareness, managing direct sales and solving client service issues.
Oct 2010 - Mar 2012
Regional Wealth Consultant
Presented sales ideas and best practices to financial advisors in branch or one-on-one meetings in Eastern and Northern Ontario. Also, led and mentored Sales Consultants in building new client relationships, segmenting clients and identifying wealth opportunities.
Jul 2006 - Nov 2009
4 education records
Warren Persaud, Cfp®, Chs education
Honours Ba, Political Science
University Of Toronto
Certified Health Insurance Specialist
Advocis
Certified Financial Planner
Fp Canada
Canadian Securities Course
Canadian Securities Institute
FAQ
Frequently asked questions about Warren Persaud, Cfp®, Chs
Quick answers generated from the profile data available on this page.
What company does Warren Persaud, Cfp®, Chs work for?
Warren Persaud, Cfp®, Chs works for Ventum Financial.
What is Warren Persaud, Cfp®, Chs's role at Ventum Financial?
Warren Persaud, Cfp®, Chs is listed as Estate Planning Specialist at Ventum Financial.
What is Warren Persaud, Cfp®, Chs's email address?
AeroLeads has found 1 work email signal at @freedom55financial.com for Warren Persaud, Cfp®, Chs at Ventum Financial.
Where is Warren Persaud, Cfp®, Chs based?
Warren Persaud, Cfp®, Chs is based in Ajax, Ontario, Canada while working with Ventum Financial.
What companies has Warren Persaud, Cfp®, Chs worked for?
Warren Persaud, Cfp®, Chs has worked for Ventum Financial, Investia Financial Services, Persaud Financial, Desjardins Financial Security, and Rbc Insurance.
How can I contact Warren Persaud, Cfp®, Chs?
You can use AeroLeads to view verified contact signals for Warren Persaud, Cfp®, Chs at Ventum Financial, including work email, phone, and LinkedIn data when available.
What schools did Warren Persaud, Cfp®, Chs attend?
Warren Persaud, Cfp®, Chs holds Honours Ba, Political Science from University Of Toronto.
What skills is Warren Persaud, Cfp®, Chs known for?
Warren Persaud, Cfp®, Chs is listed with skills including Retirement Planning, Investments, Wealth Management, Mutual Funds, Retirement, New Business Development, Financial Planners, and Critical Illness.
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