Hi I'm Makarand Deshpande

LANDED FOR SUCCESS VIP Member

WHY I  DO WHAT I DO

When life is going well, it's easy to take things for granted...but when financial disaster strikes - a job loss, a divorce, an illness - your financial house can come crumbling down.  Until it happened to me, I never appreciated the importance of a written financial strategy.  That experience is why I became a Financial Advisor - to guide my clients to financial success and help them through financial setbacks that could devastate them.

MY EXPERIENCES AND MY PROCESS

I worked in pharmaceutical industry for 26 years building businesses and managing high performing teams in 50+ countries across Europe, Latin America, Asia, Africa and the Middle East.  I believe my greatest influencers were physicians, surgeons and dentists.  A medical professional focuses on diagnosis before prescribing a treatment.  Similarly, I focus on going deep with my clients, to understand what is important to them and what keeps them up at night.  Only then can I build a financial strategy uniquely suited to their individual needs and personalities.  Then, like a physician, we have regular check ups to keep their good financial health on track.

MY CREDENTIALS

My global travel and exposure to dozes of cultures have given me a keen understanding and appreciation for various cultures.  I have earned following designations and credentials that equip me to serve clients with complex financial needs.

• MBA from Cornell University, Ithaca NY
• Master's degree in Business from Queen's University, Kingston ON
• CFP (Certified Financial Planner) a Global Gold Standard in Financial Planning
• CIM (Chartered Investment Manager) industry standard for portfolio management service
• CLU (Chartered Life Underwriter) regarded as a superior mark of excellence in risk management, wealth creation and preservation, estate planning and wealth transfer.
• In 2021 I was conferred by Canadian Security Institute for the prestigious FCSI, the highest honor and most senior credential in Canadian financial services.

My practice is well-suited to serve those whose experiences I have shared, corporate executives, physicians, professionals and those desiring to prepare for the unexpected.

I serve on the board of the Cornell Club Toronto for Cornell University alumni and am active with local Chambers of Commerce and Marathi Bhashik Mandal, a South Asian non-profit, culture organization.

MY CONTACTS DETAILS

PHONE: 416-282-2199

MOBILE 416-712-7792

EMAIL [email protected]

www.edwardjones.ca/makarand-deshpande