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Makarand Deshpande

Makarand Deshpande

  • Financial Advisor
  • Edward Jones
  • Category : Investment Services
  • City : Whitby
66 Fallingbrook St.
Whitby ,  Ontario
L1R 1P8

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Bio

๐–๐‡๐˜ ๐ˆ ๐ƒ๐Ž ๐–๐‡๐€๐“ ๐ˆ ๐ƒ๐Ž When life is going well, itโ€™s easy to take things for granted โ€ฆ but when financial disaster strikes โ€“ a job loss, a divorce, an illness โ€“ 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. ๐Œ๐˜ ๐„๐—๐๐„๐‘๐ˆ๐„๐๐‚๐„ ๐€๐๐ƒ ๐Œ๐˜ ๐๐‘๐Ž๐‚๐„๐’๐’ 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 checkups to keep their good financial health on track. ๐Œ๐˜ ๐‚๐‘๐„๐ƒ๐„๐๐“๐ˆ๐€๐‹๐’ My global travel and exposure to dozens of cultures have given me a keen understanding and appreciation for various cultures. I have earned following designations and credentials that equip me serve clients with complex financial needs. โœ… MBA from Cornell University, Ithaca NY โœ… Master's degree in Business from Queen's University, Kingston ON โœ… CFPยฎ, (Certified Financial Planner), a Global Gold Standard in Financial Planning โœ… CIMยฎ (Chartered Investment Manager), industry standard for portfolio management services โœ… CLUยฎ (Chartered Life Underwriter), regarded as a superior mark of excellence in risk management, wealth creation and preservation, estate planning, and wealth transfer. โœ… In 2022 I was conferred by Canadian Securities Institute the prestigious FCSIยฎ, 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, cultural organization.


Description

Edward Jones


Services

Retirement Savings Strategies | Estate & Legacy Strategies | Wealth Strategies | Wealth Protection Strategies | Business Owner Considerations | Education Savings Strategies

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