Sabu Varghese started his career in the financial services industry in 1996 and joined Raymond James in 2008, where he has been providing comprehensive wealth services for a variety of clients ever since. With an MBA specializing in Security Analysis and Portfolio Management, Sabu has a passion for helping his clients preserve and grow their wealth by providing financial solutions that take advantage of his deep knowledge and expertise.
Sabu believes that no single portfolio management style is able to capture the best strategies to outperform the market and withstand market volatility. Leveraging his 25 years of experience in wealth management, Sabu created the All-in-One Portfolio®, an innovative; approach to provide the solutions you need to meet your life goals without taking any unnecessary risks. Put simply, the All-in-One Portfolio® helps better manage your finances.
Harnessing the power of a strong team, Sabu offers an interdisciplinary multi-layer service model with access to knowledgeable and well-respected chartered professionals in areas like tax planning, legal advice and professional incorporation.
Dually registered in Canada and the US, Sabu provides investors with a consolidated wealth management solution, regardless of where they are currently living or working. Sabu is a Chartered Investment Manager (CIM) and Professional Financial Planner (PFP). He lives in Richmond Hill with his wife and three kids. In his spare time, Sabu enjoys playing soccer with his children and walking his dog.
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.