Nav's select clients include high net worth individuals, families, business owners, family offices, charitable foundations, corporations and international clients. Nav graduated from the University of Guelph, with an Honours Bachelor of Commerce degree in Economics and Finance. Nav was awarded the C.W. Riley Award for the highest academic proficiency in his graduating class.
Nav joined RBC Dominion Securities in 1997 and is an Investment Advisor. He also achieved the title of Wealth Advisor who are awarded to advisors who not only assist their clients with their investments, but also complete financial, retirement, estate and overall wealth planning needs.
Nav specializes in comprehensive wealth management services, specifically focusing on detailed financial planning, portfolio investment management, cash flow management, estate planning including insurance estate enhancement strategies and estate tax minimization and preservation. Dedicated to continuing education, Nav has completed the Professional Financial Planner (PFPC) course and acquired the Options Securities License with the Canadian Securities Institute.
