Mr. Pervez H. Patel ACA, AICWA, CIM, FCSI
Vice President of Canadian Investment Consultants

Will be traveling to the following locations: 

Kuala Lumpur, Malaysia
From April 9 to 12, 2006 - Hotel Nikko, 165 Jalan Ampang, Kuala Lumpur (Tel: 603-2161-1111)

Meeting Times: April 9 noon to 8pm
April 10 8am to 8pm
April 11 8am to 8pm
April 12 8am to 1pm

Pervez has the requisite subject matter expertise to provide guidance on the following:

  1. A discussion on Revenue Canada’s latest guidelines relating to nonresident status.
  2. Financial planning issues for non-resident Canadians.
  3. An evaluation of world markets. Is the recovery for real ???
  4. Risk Management Tools for Canadian Expats – constructing a portfolio that is immune to market and exchange rate volatility
  5. A second opinion on your current investments
  6. Tax issues relating to RRSPs, returning home, investment income etc.

Prior to making this trip, Pervez has had meetings with regional managers of major money management firms and attended conferences of premier fund managers.

For existing clients, Pervez would be happy to sit down and discuss your portfolio and current/future markets prospects.

He is also available to have initial meetings with prospective clients to discuss financial planning and investment management needs.
You can also have a telephone appointment at a mutually convenient time and / or consult over the e-mail.

There is no cost or obligation for having a meeting with Pervez.

If you would like to arrange a consultation, please e-mail Jeroo at the following e-mail and provide your name, telephone number and preferred meeting times. She will get back to you immediately.

Email: pervez@shaw.ca
Phone: 604-436-3556
Fax: 604-436-3506