Shammy Ramasamy Cfp®, Cpa,Ca
About Shammy Ramasamy Cfp®, Cpa,Ca
Shammy Ramasamy is an Associate Consultant and Certified Financial Planner (CFP®) at Investors Group Financial Services Inc., where he has worked since 2013. He holds multiple accounting degrees and certifications, specializing in wealth management and strategic tax-efficient investment planning.
Work at Investors Group Financial Services Inc.
Shammy Ramasamy has been serving as an Associate Consultant, CFP® at Investors Group Financial Services Inc. since 2013. In this role, he provides clients with comprehensive financial advice and services. His responsibilities include wealth management, retirement and estate planning, and risk management with insurance. He offers free and confidential consultations to clients seeking financial guidance, ensuring that their financial goals align with their investment strategies.
Education and Expertise
Shammy Ramasamy holds a Bachelor of Accounting Science (B.Compt.) and an Honors Bachelor of Accounting Science (B.Compt.Hons.) from the University of South Africa, where he majored in Accounting and Auditing. He also achieved the Chartered Accountant designation from the Institute of Chartered Accountants of Zimbabwe in 1991. Additionally, he completed the FPSC Level 1 Certificant in 2015 and became a CERTIFIED FINANCIAL PLANNER professional in 2016, further enhancing his expertise in financial planning.
Background in Accounting and Financial Planning
Shammy Ramasamy's background includes extensive education in accounting and financial planning. He studied at the University of South Africa from 1986 to 1990, focusing on Accounting and Auditing. His professional qualifications include the Chartered Accountant designation from the Institute of Chartered Accountants of Zimbabwe and certifications from the Financial Planning Standards Council. This educational foundation supports his work in strategic tax-efficient investment planning.
Comprehensive Financial Services Offered
Shammy Ramasamy specializes in providing comprehensive financial services that include wealth management, retirement and estate planning, and risk management with insurance. He focuses on aligning clients' financial goals with their investment strategies, ensuring that these strategies are compatible with their risk tolerance. His expertise is particularly beneficial for individuals at various stages of life, especially those nearing retirement.