Sahra Khoshnavazi Cfp Clu Bba
About Sahra Khoshnavazi Cfp Clu Bba
Sahra Khoshnavazi is a Division Director at IG Wealth Management in Vancouver, Canada, where she has worked since 2019. She specializes in tax planning, retirement planning, and insurance planning to help clients achieve their financial goals.
Work at IG Wealth Management
Sahra Khoshnavazi has been a Division Director at IG Wealth Management since 2019, contributing to the firm for five years in the Vancouver, Canada Area. Prior to this role, she served as a Financial Consultant at the same organization for ten years, starting in 2014. In her current position, she emphasizes detailed tax planning, comprehensive retirement planning, and effective insurance planning as part of her financial strategies.
Education and Expertise
Sahra Khoshnavazi holds a Bachelor of Business Administration (BBA) from Capilano University, where she studied Accounting and Finance from 2009 to 2013. Additionally, she studied Applied and Financial Mathematics at The University of British Columbia from 2006 to 2009. Her educational background supports her expertise in creating tax-efficient investment strategies and focusing on legacy and estate planning.
Background
Sahra Khoshnavazi has developed a strong foundation in finance and mathematics through her academic pursuits. Her career at IG Wealth Management spans over a decade, during which she has advanced from a Financial Consultant to a Division Director. This progression reflects her commitment to providing comprehensive financial services to her clients.
Achievements
Throughout her career, Sahra Khoshnavazi has specialized in various areas of financial planning, including tax-efficient investment strategies and legacy planning. Her focus on detailed tax planning aims to minimize tax liabilities for clients, while her retirement planning initiatives are designed to help clients achieve their financial goals.