Amit Tewary, BComm., CFP®, CIM®
Associate Financial Consultant
Amit has over 15 years of industry experience helping high net worth clients and professionals with comprehensive financial and investment planning. He specializes in providing direction regarding cash flow planning, investment planning, tax planning, and retirement planning. Amit has also worked internationally in securities trading and management.
Beyond the Office
When he’s not at the office, Amit can be found enjoying time with his family. Maintaining an active lifestyle through swimming and yoga, he cherishes a deep connection to culture and can often be found partaking in cultural activities within the East Indian community. Amit also enjoys escaping the Canadian winter to travel, visit serene islands and visit the beauty of the Himalayas.
"We’re guides and educators. We educate clients on opportunities to manage their finances appropriately. As I truly believe the Benjamin Franklin quote “If you fail to plan, you plan to fail”.