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Bev Kumar

Senior Investment Advisor

  • CFP®

Working together to help you achieve what truly matters to you

Bev Kumar, Senior Investment Advisor at TD Wealth Private Investment Advice, works to serve both individuals and families to help simplify the financial landscape by focusing on what matters most, guiding individuals to connect with their purpose and goals. Once Bev understands you and your goals better, she then presents a tailored investment solution. Bev's passion lies in not only building her clients' net worth over time but more importantly building their financial confidence.

Bev's approach is different. She takes a holistic approach as she helps you organize your finances, to bring to the forefront any blind spots, so decisions aren't made in isolation. She achieves this by architecting with you, a detailed financial plan, that helps you to visualize the big picture, and understand that money itself isn't the end goal, but instead is a tool to serve the life you are creating and want to lead. It's this level of service and dedication to creating this beautiful financial harmony that will give you a sense of being taken care of.

In addition, depending on your personal situation, Bev can leverage the expertise of a team of TD specialists in areas of Tax & Estate planning, Business Succession, Insurance, High Net Worth Strategies and Philanthropic services to help ensure all your wealth needs are covered.

Bev is a 25-year veteran in financial services, with international experience having worked almost half a decade in the UK.  She has held the Certified Financial Planner (CFP) designation since 2008, keeping her knowledge current and relevant by completing 25+ hours of professional education annually to keep abreast of new developments to better assist her clients.

Although Bev was born in Canada, the youngest of four siblings, she spent her early childhood growing up in the tropical islands of Fiji, where her parents owned and operated several businesses.  When Bev was around age 7, her family moved and settled in Vancouver BC. Always the entrepreneur her father started new businesses in Canada. Having grown up in the family's various businesses (retail store, restaurant, manufacturing plant, etc.…) Bev developed a strong work ethic and a collaborative hands-on approach to business and finance. She learnt early on that to achieve success one must work together towards the big picture, she embodies this life lesson even today, as she fondly refers to her clients as "my financial family'.  Bev lives with her husband, two children, and their Mal-Shi "Lil' Tank", where she equally imparts her discipline, not always to their liking, but always to their benefit.

ADDITIONAL CONTACT

Branch Office: (604) 541-2075
Branch Fax: (604) 541-2093

LANGUAGES

English, Hindi, Urdu, Gujarati, Punjabi

 

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