With 20 years of financial industry experience, Parvez is an exceptional leader who passionately provides professional guidance and one-on-one investment and Wealth Management advice.
Parvez’s extensive understanding of the industry’s complexities stems from his breadth of experience and in-depth research and analysis of investments and market conditions. His goal oriented, pragmatic approach blends your financial situation, retirement goals and risk tolerance into customized strategies to help you attain your personal financial targets.
Parvez is committed to always being at the forefront of learning and development within the industry by continuously seeking education opportunities. He has already achieved several advanced certification including a Bachelor of Science from the University of Waterloo, Professional Financial Planning (PFP), Financial Management Advisor (FMA) and most recently Chartered Investment Manager (CIM).
With CIM certification, Parvez is excited to offer an elite discretionary investment service though the Private Investment Management program. The program allows Parvez to perform day-to-day investment decisions on your behalf according to your customized Investment Policy Statement. Knowing that your assets are managed according to the highest standards will allow you to focus on other priorities in your life.
Parvez is a lifetime resident of Waterloo Region who is devoted to his wife and two children, and stays connected to a number of volunteer organizations within the community.