Avi Gopichand, CLU®
Avi has quickly established himself as a reliable Financial Advisor by assisting clients with detailed planning and budgeting their life goals. He has created an in-depth cash flow method which helped his clients minimize their debt by providing a thorough financial, insurance, and estate plan. As a Financial Advisor with Assante Capital Management Ltd., Avi is able to offer his clients a wide range of integrated investment products such as individual stocks, exchange trade funds (ETFs), government and corporate bonds, as well as mutual funds and GICs.
He has had other experience in the financial services industry, including CI Financial Corp. as a Financial Advisor under Assante and Freedom 55/Canada Life as a Financial Security Advisor.
As a Financial Advisor with Assante Capital Management Ltd., and an Insurance Advisor with Assante Estate and Insurance Services Inc., Avi has fulfilled his goal of helping others. He takes pride in his customer service skills and has knowledge in the financial industry where he offers a holistic and comprehensive advice to his clients.
He is pursuing his CERTIFIED FINANCIAL PLANNER (CFP®) designation. He has a Bachelor of Commerce degree (Honours) with a major in Finance. He has also achieved his Life License Qualification Program certification and CERTIFIED LIFE UNDERWRITER (CLU®) designation which is considered to be an elite status for professional financial advisors. Avi can assist individuals, business owners and professionals in risk management, wealth creation and estate planning.
Avi grew up in Markham, Ontario. He loves to spend time with family and friends, supporting the Toronto sports teams along with playing competitive soccer and going to his family cottage, which is in Prince Edward County.
Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Insurance products are services are provided through Assante Estate and Insurance Services Inc.
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