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Leading the Way in Digital Vault Solutions with Ali M. Qureshi, CA, CPA, CFA
Podcast Highlights:
- Explore the entrepreneurial spirit that drove Ali to start SideDrawer.
- Discover the challenges and triumphs faced during the company's growth.
- Learn about the innovative solutions SideDrawer provides for document management.
- Gain insights into the importance of adaptability in the startup landscape.
About the Guest – Ali M. Qureshi
Ali Qureshi is the Co-Founder of SideDrawer, an idea born out of a personal need for him and his family. The fear of his family not knowing where the insurance policies, investments, banking information in an increasingly digital world, was the catalyst behind the idea. The platform now is being used by financial services firms ranging in size from independent advisors to Tier1 banks to securely exchange and collaborate on sensitive information. Prior to joining SideDrawer, Ali was the Executive Director and Deputy Head of International Equities, for CIBC Global Markets, as well as UBS Securities Canada Inc, and KPMG LLP. Ali has also been involved in helping corporates raise equity, debt and convertible debt financing across a variety of industries. Ali has both CA, CPA and CFA designations, and graduated from Trinity College at the University of Toronto with an Honours in Business Communication. Ali lives in Toronto with his wife and three young children.
To learn more, visit Ali and SideDrawer on LinkedIn:
- Ali Qureshi: https://www.linkedin.com/in/alimbqureshi
- SideDrawer: https://www.linkedin.com/company/sidedrawer/
About the Host – Kevin Parton
Kevin Parton, CFP professional, specializes in personal and business financial planning, tax reduction, and estate planning. Kevin diligently concentrates on client education as a powerful strategy for building financial certainty. As no financial situation is the same, Kevin and his team monitor clients’ plans and implement personalized strategies to reduce their personal and corporate taxes, and protect their income, assets, and loved ones against the financial consequences of a serious illness, injury or death, ensuring clients maintain financial certainty and peace of mind. To read more, please visit the VELA team page.
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By VELA WealthPodcast Highlights:
- Explore the entrepreneurial spirit that drove Ali to start SideDrawer.
- Discover the challenges and triumphs faced during the company's growth.
- Learn about the innovative solutions SideDrawer provides for document management.
- Gain insights into the importance of adaptability in the startup landscape.
About the Guest – Ali M. Qureshi
Ali Qureshi is the Co-Founder of SideDrawer, an idea born out of a personal need for him and his family. The fear of his family not knowing where the insurance policies, investments, banking information in an increasingly digital world, was the catalyst behind the idea. The platform now is being used by financial services firms ranging in size from independent advisors to Tier1 banks to securely exchange and collaborate on sensitive information. Prior to joining SideDrawer, Ali was the Executive Director and Deputy Head of International Equities, for CIBC Global Markets, as well as UBS Securities Canada Inc, and KPMG LLP. Ali has also been involved in helping corporates raise equity, debt and convertible debt financing across a variety of industries. Ali has both CA, CPA and CFA designations, and graduated from Trinity College at the University of Toronto with an Honours in Business Communication. Ali lives in Toronto with his wife and three young children.
To learn more, visit Ali and SideDrawer on LinkedIn:
- Ali Qureshi: https://www.linkedin.com/in/alimbqureshi
- SideDrawer: https://www.linkedin.com/company/sidedrawer/
About the Host – Kevin Parton
Kevin Parton, CFP professional, specializes in personal and business financial planning, tax reduction, and estate planning. Kevin diligently concentrates on client education as a powerful strategy for building financial certainty. As no financial situation is the same, Kevin and his team monitor clients’ plans and implement personalized strategies to reduce their personal and corporate taxes, and protect their income, assets, and loved ones against the financial consequences of a serious illness, injury or death, ensuring clients maintain financial certainty and peace of mind. To read more, please visit the VELA team page.