Kavi is a Chartered Professional Accountant (CPA) and is currently pursuing his Certified Financial Planner (CFP) designation. He has completed the CPA Canada’s In-Depth Tax Course and holds a Bachelor of Business Administration degree from Wilfrid Laurier University with a major in Accounting.
Prior to joining RBC, Kavi was a Tax Director at an ultra-high-net-worth family office based in Toronto and a Tax Manager at one of the leading global accounting firms. He is specialized in providing tax planning services to high-net-worth families, private businesses, trusts and estates. His work focused on tax minimization strategies and reorganizations.
Kavi’s role is to work with and support your advisor in preparing and presenting your Compass Financial Plan, as well as to identify and assess any related financial planning concerns you may have.
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