Amit R Choudhary CFA

I’m a financial planner and I help busy professionals who want to make good financial decisions by giving them financial advice. I believe that everyone’s economic and life situation is unique, and I keep that in mind when providing financial advice. I believe that personalized service is essential when matching clients with the right financial products and services. As a Financial Planner, I am dedicated to learning about client’s personal goals. Together I use them to build a financial plan focused on their specific needs. I understand that clients are in different stages of life: they might be purchasing a first home, financing a child’s post-secondary education or planning for retirement. I believe that a financial plan must reflect their personal or business situation, and so I work to highlight the financial products that best fit their goals. Once their custom-tailored financial plan is in place, I continue to work together with the clients and review the achievements against the stated objectives, and ensure that everything is moving forward according to plan.