Profil
Mr. Rushad S.
Khoorshed, CFA, is a Senior Principal at CI Private Counsel LP.
He assists a select group of wealthy families in realizing their financial goals through ongoing retirement, tax and estate planning.
He has over 15 years of experience in the financial services industry.
Mr. Khoorshed started his career with a major international insurance company before joining Loring Ward Private Counsel shortly after the first Toronto office opened in the late 90s, and is one of the founding partners of CI Private Wealth.
He earned a B.
Comm.
in Management Economics and Finance from the University of Guelph.
He is a CFA Charterholder and a Certified Financial Planner (CFP®) as well as a member of the Toronto CFA Society and the CFA Institute.
Postes actifs de Shawn Khoorshed
| Sociétés | Poste | Début |
|---|---|---|
CI Private Counsel LP
 CI Private Counsel LP Investment ManagersFinance CI Private Counsel LP, formerly known as Stonegate Private Counsel LP, is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of CI Investments, Inc. and their ultimate parent is CI Financial Corp. (TSX: CIX). They were founded by a group of professionals. CI Private Counsel provides investment management services to wealthy individuals and families. | Fondateur | - |
Formation de Shawn Khoorshed
| University of Guelph | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
CI Private Counsel LP
CI Private Counsel LP Investment ManagersFinance CI Private Counsel LP, formerly known as Stonegate Private Counsel LP, is an investment management firm headquartered in Toronto, Ontario. The firm is a subsidiary of CI Investments, Inc. and their ultimate parent is CI Financial Corp. (TSX: CIX). They were founded by a group of professionals. CI Private Counsel provides investment management services to wealthy individuals and families. | Finance |