Global Thinking, Global Value, Global Income

Siraj Majumdar, CFP, MBA

Investment Advisor

604-257-2529 | Email me
604-257-7391 | Connect
1-800-427-7766

PROFILE

  • My past work experience encompassed stints with multinational corporations (Citigroup, Delta Air Lines) and my clients included senior management of Blue Chip international firms, such as Pfizer, Tata Motors , BASF, Unilever, and more.
  • In this world of low interest rates, Global Dividends present a steady cash-flow stream, reduce country-specific risks and provide a defense mechanism in market downturns.
  • I help my clients embrace Blue Chip securities running at a discount (The Bristol Myers effect) while many others are running away from it.

To quote Jim Cramer (CNBC Host) on his Bristol Myers Theorem:

Every time we have some kind of a scare, someone would say, 'Russia has invaded Ukraine, ISIS is running rampant in Iraq, Greece is defaulting on its debts, what are we going to do Jim?' I would relish these moments and scream back, 'What on earth does that have to do with the earnings of Bristol Myers and other Blue Chip firms?' The 24-hour news cycle often blows things out of proportion.

My Wealth Management Approach

I can help you:

  • Clarify your individual needs.
  • Establish specific goals.
  • Bring together all the solutions you need to effectively manage your wealth.

Wealth management extends beyond investment advice and money management, helping you protect your lifestyle, manage your nest egg, plan your retirement and create your legacy. We have a team of professionals (lawyers, accountants, estate planners) to assist you with the various aspects of your wealth management needs.

I will guide you and your family through each life stage by helping you understand the various financial issues, concerns and opportunities you may face.

Lauren Eldridge

Associate

604-257-7275 | Email me
604-257-7391
1-800-427-7766

Lauren majored in Communication at Simon Fraser University, which adds a unique perspective to a decade of experience in the financial services industry. She is actively involved with a co-operative housing association and enjoys supporting local artists.

Important Notices

Financial Planning Partners

advisor

Financial Planning Specialist


advisor

Financial Planning Specialist


Will & Estate Partner

advisor

Will & Estate Consultant


Insurance Partner

advisor

Vice-President & Estate Planning Specialist


Business Owner Planning Partner

advisor

Vice-President, High Net Worth Planning Services