Brian Kumar, BAH, CPA (CMA)

3368 Mistwell Cresent • Oakville, Ontario • L6L 0A2

CELL (289) 242–9214 • E-MAIL briankumar1@gmail.com

https://www.facebook.com/brian.kumar.mississauga

PROFILE

Top performing Financial Advisor eager to share skill set and practice with privately owned, team focused, and open architecture environment.

ACCOMPLISHMENTS

2013 Sunlife Premier Partner Conference qualifier, Istanbul, Turkey

2012 National Bank Financial Sales Leaders qualifier, Philipsburg, St. Maarten

2011 Sunlife Premier Partner Conference qualifier, Kona, Hawaii, USA

2010 Wellington West Capital Sales Leaders qualifier, South Beach, Florida, USA

2009 Investor’s Group President’s Elite qualifier (Top 25), St. Petersburg, Russia

2009 Investor’s Group Oakville Office Sales qualifier, Dubai, UAE

2008 Investor’s Group President’s Club qualifier, Bora Bora, French Polynesia

2007 Investor’s Group President’s Club qualifier, Venice, Italy

#1 ranked third year advisor across Canada

2006 Investor’s Group President’s Club qualifier, Beijing, China

#1 ranked second year advisor across Canada

2006 Investor’s Group Oakville Office Sales qualifier, Prague, Czech Republic

2005 Investor’s Group President’s Club qualifier, Edinburgh, Scotland #1 ranked first year advisor and rookie of the year across Canada

EDUCATION

Chartered Professional Accountant (CPA)

Graduated 2002 from The Society of Management Accountants of Ontario

CICA and CMA Canada joined together January 1, 2013, to create Chartered Professional Accountants of Canada (CPA Canada) as the national organization to support unification of the Canadian accounting profession under the CPA banner

Bachelor of Arts (Honours), Major in Economics

Queen’s University at Kingston

Graduated 1995

EXPERIENCE

July 2011 to Present

Senior Investment Advisor

National Bank Financial Wealth Management

January 2010 to July 2011

Senior Investment Advisor

Wellington West Capital

April 2003 to January 2010

Senior Financial Advisor

Investor’s Group Financial Services Inc.

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