Wall St. Experience
with a Main St. Touch
Nadeem A Mian
Vice President & Investment Advisor
Nadeem Mian
VP & Investment Advisor
• 16 years of advising clients on their wealth
• Bachelor of Commerce - Concordia Univ...
PACE Securities Corp
• A wholly owned subsidiary of PACE Savings & Credit Union Ltd.
• IIROC regulated investment dealer h...
The Process
Asset Allocation: The Map to your
Financial Destination
Investment Products
• Equities
• *Minimum account size $500K+ plus level of sophistication/experience of investor
• Common...
Nadeem Mian
Vice President & Investment Advisor
PACE Securities Corp.
8111 Jane St., Unit 1
Vaughan, ON L4K 4L7
T: 905-532...
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Nadeem Profile Pres

Published on: Mar 3, 2016
Source: www.slideshare.net


Transcripts - Nadeem Profile Pres

  • 1. Wall St. Experience with a Main St. Touch Nadeem A Mian Vice President & Investment Advisor
  • 2. Nadeem Mian VP & Investment Advisor • 16 years of advising clients on their wealth • Bachelor of Commerce - Concordia University • Level II CFA Candidate • 4 years with a premiere Wall Street firm • 4 years with one of largest international bank on Bay Street • Advised up to ~$30 Million of assets
  • 3. PACE Securities Corp • A wholly owned subsidiary of PACE Savings & Credit Union Ltd. • IIROC regulated investment dealer headquartered in Vaughan, Ontario • PACE Securities Corp. is a member of the Canadian Investor Protection Fund. • Laurentian Bank Securities Inc. (LBS) is its carrying broker which means all securities and cash are held by LBS. • Offering a wide variety of investment products and portfolio services; Mutual Funds, ETFs, North American listed Stocks, Bonds & Options. Portfolio Services include Registered Retirement Funds and Non-registered Assets.
  • 4. The Process
  • 5. Asset Allocation: The Map to your Financial Destination
  • 6. Investment Products • Equities • *Minimum account size $500K+ plus level of sophistication/experience of investor • Common Shares (Listed on TSX, NYSE & NASDAQ) • Preferred Shares • New Issues (IPOs, Secondary, Flow Through Shares) • Fixed Income • *Minimum account size $500K+ plus level of sophistication/experience of investor • Convertible Debentures • Corporate Bonds • Government Bonds • Managed Money Solutions • *For accounts below $500K and/or clients with limited investment experience • Mutual Funds • ETF Portfolios & Strategies • Options • *For HNW and experienced clients only
  • 7. Nadeem Mian Vice President & Investment Advisor PACE Securities Corp. 8111 Jane St., Unit 1 Vaughan, ON L4K 4L7 T: 905-532-9881 C: 647-229-7678

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