Navitesh Virdi
About Navitesh Virdi
Navitesh Virdi is an Associate Consultant at IG Wealth Management, where he focuses on advanced tax, retirement, and estate planning strategies for affluent clients. He has a background in economics and political science from the University of Toronto and has held various roles in financial services and economic development.
Work at IG Wealth Management
Navitesh Virdi serves as an Associate Consultant at IG Wealth Management, a position he has held since 2021. He is part of a team that possesses over 40 years of combined experience in financial planning, focusing on affluent and high net worth Canadians. His role involves engaging clients through a specialized collaborative approach, ensuring they receive a comprehensive understanding of complex financial matters. The team emphasizes accountability and empowerment, which enhances the overall client experience in wealth management.
Education and Expertise
Navitesh Virdi studied at the University of Toronto, where he earned a Specialist degree in Economics and Political Science from 2013 to 2017. He also completed his high school education at White Oaks Secondary School from 2009 to 2012. His educational background supports his expertise in advanced tax, retirement, and estate planning strategies, which are integral components of the financial planning services he provides.
Background
Before joining IG Wealth Management, Navitesh Virdi gained diverse work experience in various roles. He worked as a Fund Accountant at CIBC Mellon from 2018 to 2021, and prior to that, he held positions at the City of Brampton as an Economic Development Assistant and as an Economic Development and Tourism Intern. His early career also included a role as Lead Cashier at Tommy Hilfiger from 2015 to 2017. This varied experience has contributed to his understanding of financial systems and client engagement.
Professional Experience
Navitesh Virdi has accumulated significant professional experience in the financial sector. His tenure at CIBC Mellon as a Fund Accountant lasted three years, where he developed skills in financial management. Additionally, his roles at the City of Brampton provided him with insights into economic development and tourism. His earlier experience as a Lead Cashier at Tommy Hilfiger further enhanced his customer service skills, which are essential in his current role at IG Wealth Management.