Girish Agrawal
Principal, Agrawal Associates at Investors Group Securities Inc.- Claim this Profile
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Bio
Brian Mennis, CFP, RRC
Girish and his team Agrawal and Associates are a wealth of knowledge. Many people don't know what they are missing until they meet with a professional financial planner the puts together "Real Comprehensive Financial Plans" that follow the 6 disciplines that a CFP follows! You can be rest assured that if you have a introductory meeting with Agrawal and Associates that you will be impressed with all of the tax and financial planning strategies that they will share with you that will ultimately make a significant impact on your long term plans!
J. Dawn Linnemoller
Mr. Agrawal is thoroughly passionate about offering education and helping individuals in his industry pursue excellence. He is a powerful, compelling speaker who provides value to his audiences. As a leader, Mr. Agrawal is comfortable relying on the expertise of the skills and talents of the team he’s assembled to ensure that best practices are followed across various disciplines.
Brian Mennis, CFP, RRC
Girish and his team Agrawal and Associates are a wealth of knowledge. Many people don't know what they are missing until they meet with a professional financial planner the puts together "Real Comprehensive Financial Plans" that follow the 6 disciplines that a CFP follows! You can be rest assured that if you have a introductory meeting with Agrawal and Associates that you will be impressed with all of the tax and financial planning strategies that they will share with you that will ultimately make a significant impact on your long term plans!
J. Dawn Linnemoller
Mr. Agrawal is thoroughly passionate about offering education and helping individuals in his industry pursue excellence. He is a powerful, compelling speaker who provides value to his audiences. As a leader, Mr. Agrawal is comfortable relying on the expertise of the skills and talents of the team he’s assembled to ensure that best practices are followed across various disciplines.
Brian Mennis, CFP, RRC
Girish and his team Agrawal and Associates are a wealth of knowledge. Many people don't know what they are missing until they meet with a professional financial planner the puts together "Real Comprehensive Financial Plans" that follow the 6 disciplines that a CFP follows! You can be rest assured that if you have a introductory meeting with Agrawal and Associates that you will be impressed with all of the tax and financial planning strategies that they will share with you that will ultimately make a significant impact on your long term plans!
J. Dawn Linnemoller
Mr. Agrawal is thoroughly passionate about offering education and helping individuals in his industry pursue excellence. He is a powerful, compelling speaker who provides value to his audiences. As a leader, Mr. Agrawal is comfortable relying on the expertise of the skills and talents of the team he’s assembled to ensure that best practices are followed across various disciplines.
Brian Mennis, CFP, RRC
Girish and his team Agrawal and Associates are a wealth of knowledge. Many people don't know what they are missing until they meet with a professional financial planner the puts together "Real Comprehensive Financial Plans" that follow the 6 disciplines that a CFP follows! You can be rest assured that if you have a introductory meeting with Agrawal and Associates that you will be impressed with all of the tax and financial planning strategies that they will share with you that will ultimately make a significant impact on your long term plans!
J. Dawn Linnemoller
Mr. Agrawal is thoroughly passionate about offering education and helping individuals in his industry pursue excellence. He is a powerful, compelling speaker who provides value to his audiences. As a leader, Mr. Agrawal is comfortable relying on the expertise of the skills and talents of the team he’s assembled to ensure that best practices are followed across various disciplines.
Credentials
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CFP, Certified Financial Planner
Financial Planning Standards Council (FPSC)Jan, 2005- Oct, 2024 -
CFE, Certified Fraud Examiner
Association of Certified Fraud Examiners (ACFE)Jan, 1999- Oct, 2024 -
CIA, Certified Internal Auditor
The Institute of Internal Auditors Inc.Jan, 1998- Oct, 2024 -
CISA, Certified Information Systems Auditor
Information Systems Audit & Control AssociationJan, 1997- Oct, 2024 -
CA, Chartered Accountant
Institute of Chartered Accountants of IndiaJan, 1995- Oct, 2024
Experience
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Investors Group Securities Inc.
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Canada
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Investment Banking
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1 - 100 Employee
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Principal, Agrawal Associates
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May 2015 - Present
As the Principal of Agrawal Associates, Girish provides leadership and guidance to his team. He makes sure that his team delivers excellent services and ethical solutions to clients. For Girish, ethics and spreading happiness are two non-negotiable commitments. He continuously expands his team to meet the growing needs of existing and new clients. Always having enough team members ensures that every client need is looked after to the client’s satisfaction.
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Senior Executive Financial Consultant
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2003 - May 2015
After joining Investors Group in 2003, Girish rose to the top 1% of Investors Group Consultants based on new business within three years, a level that he has maintained since 2006. He credits his success to his honesty, ethical approach, and an unwavering commitment to protecting client’s financial well-being. His team supported his ethical approach to the full extent. Clients recognized the value they received from Girish’s consulting and contributed to his business growth. For his excellent services and contributions, Girish received many recognitions and honors. Show less
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KPMG
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Brazil
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Construction
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Manager of Forensic Investigation
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1999 - 2002
As a corporate consultant with KPMG, Girish provided business consulting and management services to business owners and large corporations. His expertise included financial analysis and reviews, management reporting, compliance, controls and risk assessment, business improvement possibilities, to name a few. He concluded his tenure with KPMG as a Manager investigating financial frauds in Canada. His work was so much appreciated that Girish received two promotions in the same year. As a corporate consultant with KPMG, Girish provided business consulting and management services to business owners and large corporations. His expertise included financial analysis and reviews, management reporting, compliance, controls and risk assessment, business improvement possibilities, to name a few. He concluded his tenure with KPMG as a Manager investigating financial frauds in Canada. His work was so much appreciated that Girish received two promotions in the same year.
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EY
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Entertainment Providers
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1 - 100 Employee
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Senior Accountant
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1995 - 1999
This part of Girish’s career really allowed Girish to learn and use his financial intelligence and strategies. He would supervise other accountants in providing financial, tax, accounting, and business services to clients. He would always identify ways and create strategies to improve clients’ well-being. For his outstanding work, Girish received promotions every year. This part of Girish’s career really allowed Girish to learn and use his financial intelligence and strategies. He would supervise other accountants in providing financial, tax, accounting, and business services to clients. He would always identify ways and create strategies to improve clients’ well-being. For his outstanding work, Girish received promotions every year.
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Community
