Nushzaad Malcolm, CFP®, CIM®

Manager, Financial Planning at Henderson Partners, LLP - CPA's & Advisors (We're hiring!)
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Contact Information
us****@****om
(386) 825-5501
Location
Toronto, Ontario, Canada, CA
Languages
  • English Native or bilingual proficiency
Skills

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Bio

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Credentials

  • Chartered Investment Manager
    Canadian Securities Institute (CSI)
    Oct, 2020
    - Nov, 2024
  • CFP® Professional
    FP Canada
    Mar, 2019
    - Nov, 2024
  • Qualified Associate Financial Planner™
    FP Canada
    Jan, 2018
    - Nov, 2024
  • Bloomberg Essentials Training Program
    Bloomberg LP
  • Trinity College Piano
    Trinity College London

Experience

  • Henderson Partners, LLP - CPA's & Advisors (We're hiring!)
    • Canada
    • Accounting
    • 1 - 100 Employee
    • Manager, Financial Planning
      • Jan 2023 - Present

    • Financial Planner
      • Apr 2021 - Dec 2022

  • T.E. Wealth
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Associate Financial Consultant
      • Mar 2018 - Apr 2021

    • Paraplanner (Financial Planning)
      • Mar 2016 - Mar 2018

  • Canada Revenue Agency - Agence du revenu du Canada
    • Government Administration
    • 700 & Above Employee
    • Organization Founder (AGA Tax Services)
      • Jan 2016 - Apr 2016

      Formed under the Community Volunteer Income Tax Program (CVITP) run by the CRA. Formed under the Community Volunteer Income Tax Program (CVITP) run by the CRA.

Education

  • Toronto Metropolitan University
    Bachelor’s Degree, B.Comm - Finance and Business Law (Double Major)
    2011 - 2015
  • International Baccalaureate Diploma
    Emirates International, Dubai, (IB-DP)
    2009 - 2011

Community

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