In his role as a Wealth Advisor, Anand serves high net worth families, works with them to clarify their intentions for their wealth, identify potentials risks, and work with them through various life phases as their goals and ambitions evolve.
Anand attributes his success to being diligent with the investment and wealth management processes, utilizing support of professionals, and managing risks for clients.
He joined finance industry in 2003, and since 2006 has worked as an accredited relationship Financial Planner serving affluent families and business owners. Anand has completed several respected designations in financial industry: Certified Financial Planner (CFP®), Chartered Investment Management (CIM®), Financial Management Advisor (FMA) and Registered Retirement Consultant (RRC®).
Anand and his wife, Bhavika, are proud parents of two wonderful teen-aged sons. In his spare time, he enjoys traveling, taking on do-it-yourself projects around the house, and keeping up in sports with sons.
