Bala Naidoo
About Bala Naidoo
Bala Naidoo is an Associate Consultant at IG Wealth Management, where he has worked since 2018, focusing on maximizing tax opportunities and stress-testing wealth plans. With over 34 years of experience in the financial industry, he specializes in assisting executives and incorporated professionals in achieving secure retirement goals.
Work at IG Wealth Management
Bala Naidoo has been serving as an Associate Consultant at IG Wealth Management since 2018. In this role, he focuses on maximizing tax opportunities for clients to ensure the delivery of tax-efficient retirement income streams. His responsibilities include stress-testing wealth plans against various economic factors such as market volatility, inflation, and interest rates. Naidoo has a long-standing association with IG Wealth Management, having previously worked as a Regional Director for 31 years, from 1987 to 2018.
Education and Expertise
Bala Naidoo holds an MBA from the University of Windsor, where he studied General Studies for one year from 1981 to 1982. He also earned a BBA from Wilfrid Laurier University, completing his studies in Business Administration over three years from 1978 to 1981. His educational background supports his extensive expertise in the financial industry, which spans over 34 years.
Background
Bala Naidoo began his career in the financial industry in 1987 when he joined IG Wealth Management. Over the years, he has developed a specialization in assisting executives and incorporated professionals in achieving their retirement goals. He currently works in Lower Mainland, BC, Canada, and collaborates with his son, Kreesan Naidoo, who is a Senior Financial Consultant at the same firm.
Achievements
Throughout his career, Bala Naidoo has focused on delivering financial security and confidence to his clients. His long tenure at IG Wealth Management, including his role as Regional Director, highlights his commitment to the financial well-being of individuals and professionals. His strategies include comprehensive planning that accounts for various economic variables, ensuring clients are well-prepared for retirement.