About Me
Profile
Raman Chopra is a Senior Financial Advisor and a Certified Financial Planner with over 18 years of industry experience.
Raman provides a comprehensive and tailored approach when it comes to managing wealth. He takes pride in being an independent advisor where he can provide an array of solutions that meet the needs of clients. Raman takes an educational approach when dealing with clients which empowers them to be proactively involved in the financial planning process.
When not working, Raman enjoys painting, meditating, and spending time with his wife Shallu, and son Abhishek.
Credentials
Certified Financial Planner®
CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience, and ethics to examine their client’s entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
Chartered Life Underwriter
The Chartered Life Underwriter (CLU®) designation is Canada's premier wealth transfer and estate planning designation. The CLU is an advanced designation that expands on the knowledge gained in the CFP® education program with a focus on estate planning and wealth transfer.
Investment Funds in Canada
The Canadian Investment Funds Course (CIFC) provides students with in-depth knowledge of mutual funds. This course is delivered in partnership with the IFSE Institute. This course focuses on case studies and real-life issues relating to mutual funds sales and individual compliance.
Elder Planning Counselor
Elder Planning Counselor EPC is a comprehensive education program designed to recognize the elders’ needs and provide guidance and assistance with the best interests in mind.
Firm
iFreedom Financial Solutions Inc. is an independent brokerage whose advisors represent some of the leading banks, insurance companies, and investment institutions.
