Kawal Singh, CFA®, CFP®
Private Wealth Advisor, Financial Planner
Email
[email protected]
LinkedIn Profile
Kawal Singh
Location
Edmonton, Alberta
Fluent in English, Punjabi, Hindi and Urdu, Kawal builds carefully constructed financial plans that help protect and grow his clients’ hard-earned wealth. His tailored advice considers their personal situation, while paying attention to behavioral biases that may impact the decision-making process. In short, Kawal invests the necessary time to understand each person’s unique story before suggesting a way forward.
Kawal has niche expertise working with physicians and health care professionals. He understands their distinctive needs and provides customized, holistic financial planning services to support them. Kawal holds the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations.
Edmonton, Alberta
Fluent in English, Punjabi, Hindi and Urdu, Kawal builds carefully constructed financial plans that help protect and grow his clients’ hard-earned wealth. His tailored advice considers their personal situation, while paying attention to behavioral biases that may impact the decision-making process. In short, Kawal invests the necessary time to understand each person’s unique story before suggesting a way forward.
Kawal has niche expertise working with physicians and health care professionals. He understands their distinctive needs and provides customized, holistic financial planning services to support them. Kawal holds the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations.
Beyond the Office
Kawal enjoys time with family both indoors and out, often taking nature walks to explore and unwind.