Prateek Ahuja, CIM®
Prateek Ahuja is a graduate of Business Finance program from Fanshawe College and started his career with CIBC in 2016 and earned his Chartered Investment Manager(C.I.M) designation in September, 2021. With over 7 years of financial planning experience, Prateek is passionate about financial planning and works with clients to deliver financial plans and advanced planning strategies to help them achieve their goals.
As the Chief Investment Strategist for clients – he determines financial priorities, develops an individual roadmap while choosing the appropriate financial solutions to help get them there. He is an experienced professional who is passionate about serving individuals, families & business owners to help them overcome their money stressors, make better financial decisions, and save more towards their financial goals. He has experience in working with sophisticated high net worth investors, affluent professionals/businesses in transition and families with generational wealth.
Managing Director Tax And Estate Planning
Jordan Crampton, CFP®, CLU
Estate Planning Specialist
Lori Strong, MTI, TEP
Senior Trust And Estate Consultant