- Certified Financial Planner® (CFP), Financial Planning Standards Council
- B.Comm, University of Northern British Columbia
My LinkedIn profile: https://www.linkedin.com/in/nav-nijjar-cfp%C2%AE-bcomm-71133044/
As a Regional Wealth Planner, Nav Nijjar facilitates the delivery of wealth planning reports. Using a needs-based approach, Nav works with our clients to not only gather pertinent financial information, but more importantly, to identify issues and help our clients articulate and document their goals to build a plan that meets their needs. Working with the support of the wealth planning team, Nav delivers a strategy that addresses retirement planning, cash flow management, risk management, business planning and estate planning. Nav became part of CI Assante Private Client in 2022. Prior to this, he served as Senior Financial Consultant at MD Financial Management, Associate Investment Advisor at HollisWealth and Senior Financial Services Representative at CIBC. His experience in wealth planning and asset management spans over 15 years.