Navin Basran joined Research Capital in 2024, bringing with him five years of valuable experience as a member of a top-performing group in the industry. Navin is licensed as an Investment Advisor in Canada, which allows him to develop and implement customized investment strategies for his clients. Navin has relationships with trusted professionals who can independently service his clients with tax-planning strategies, retirement planning, business succession planning, corporate planning, charitable giving, or the development of a collective financial and estate plan. These client strategies and plans help Navin ensure the alignment of his clients' investment decisions, financial objectives, and risk tolerance. With his industry knowledge and experience, Navin is dedicated to helping his clients achieve their financial goals by providing them with the highest level of service and professionalism.
Navin and his team offer a wide range of services to a select group of clients. These clients include high-net-worth business owners, active or retired, family offices, executives, professionals, as well as not-for-profit and for-profit corporate organizations.
Navin works closely with clients and their various representatives, such as accountants, lawyers, private bankers, and business managers, to provide discipline and assurance in making complex financial decisions. From minding portfolios to planning estates and business succession, Navin and his team ensure that affluent individuals and families have a complete strategy for dealing with all aspects of their investments.
With Navin's "big picture" mindset and independent approach, clients have the freedom to focus on what is truly important in their lives while maintaining control over their finances. This nuanced process, guided by five Core Principles, has historically enhanced confidence and instilled greater peace of mind.
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