QUALIFICATIONS

PREM MALIK, FCA(UK), CA

Prem is a qualified chartered accountant with the Institute of Chartered Accountants, UK and the Institute of Chartered Accountants in Canada. He has passed the requisite courses in Canada to be deisgnated an Investment Advisor. Prem is a licensed insurance advisor with Queensbury Insurance Brokers Inc.

Whether you need aggressive growth or are risk averse, Prem has the background and experience to get the results you want from your portfolio. Prem’s strengths lie in his values and commitment to helping people fulfill their long and short term goals. With over 20 years manufacturing mutual funds, he chooses the mutual funds that give his clients the optimal results and makes sure his clients’ portfolios work with and not against each other.

His underlying motive is to help his clients develop a strong investment portfolio. As a Chartered Accountant, Prem has the ability to provide his clients with outstanding financial strategies that are thorough and comprehensive in scope, leading them to their financial success.

Well known in the financial services industry, he has access to a myriad of funds, resources and insurance products. By working tenaciously to ensure his clients are truly diversified he makes every effort to ensure they get the utmost from their portfolio mix.

Prem investigates all options available to the investor and presents strong, exceptionally well thought out solutions. Having held executive positions in some of the top financial firms including: Global Strategy Financial, Maxxum Financial and Royal Trust; Prem creates a financial plan that gives his clients what they truly need from their portfolio

Your long-term business partner, Prem will be with you for the long haul.

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