Kamal Rathod, CFP, CIM, RRC

Leadership Profile

Kamal Rathod, CFP, CIM, RRC

Private Wealth Associate

Exceptional Relationship Management   
            


Kamal is known for his exceptional relationship management skills, which has led to many successful clients and client referrals. Leveraging his extensive background and knowledge, he is able to discover and analyze the best possible solutions to meet each and every different client’s needs. He believes in teamwork to help clients set realistic goals and plan strategies to meet their objectives.  Kamal holds a Bachelor’s degree in statistics, is a Certified Financial Planner® and holds the Chartered Investment Manager® designation.


     

 

Toronto Office
120 Bremner Boulevard, Suite 800
Toronto, ON M5J 0A8
Canada
 

Telephone: +1 647 438 8218    

 

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Mercer’s private wealth services in Canada are delivered by Mercer Global Investments Canada Limited.