Raymond James appoints Nadeem Kassam as head of funding technique in Canada

“Nadeem has a wealth of expertise in supporting the consulting channel and is a major addition to our group,” stated Christopher Cafley, Senior Vice President Funding Technique, Merchandise and Buying and selling. “Together with his huge expertise, Nadeem shall be accountable for bettering the present service providing we offer to our prospects.” Mr. Kassam has over 10 years of progressively senior expertise with unbiased companies and bank-owned brokers. He holds an MBA from the Schulich College of Enterprise and is a Chartered Monetary Analyst (CFA).

“The funding technique is the inspiration of any funding plan,” stated Mr. Kassam. “Utilizing an evidence-based method with the help of a workforce of skilled funding professionals, we have now the instruments and assets to ship distinctive data to our purchasers.”

Raymond James is a number one unbiased funding vendor in North America providing a variety {of professional} funding providers and merchandise, together with personal wealth administration providers, monetary and property planning providers, portfolio administration, insurance coverage, belief providers, fairness analysis, funding banking and commerce. By its community of round 8,220 monetary / funding advisers and portfolio managers throughout Canada, United States and the primary worldwide facilities, Raymond James manages greater than $ 1.02 trillion in consumer belongings beneath administration. The agency additionally has greater than 76 analysis analysts masking greater than 1,100 corporations in Canada, United States, and internationally.

SOURCE Raymond James Ltd.

For extra data: Peter Kahnert, SVP, Company Communications and Advertising and marketing, (416) 777-7052, [email protected]

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