Financial Stability For Our family & US
- During our life journey, what kind of future do we envision? How do we plan to establish passive income?
- At what age do we aim to retire, and what type of retirement do we aspire to?
- Do we want to navigate life through trial and error, or would we prefer to seek professional advice?
- How much is the importance of financial stability for our kids?
- Do we know how to protect our family’s and our own health and wealth against the various ups and downs and risks in life?
Investment Opportunities
- How important is it to understand various investment opportunities based on my unique situation, financial needs, and analysis?
- What impact does not knowing these opportunities have on our current and future life?
Business solution
- How to access my retained earning in tax efficient way for my personal investment ?
- How to protect my estate without missing out on business or investment opportunities?
- How can I grow my retained earning money in tax efficient way ?
Planning For financial stability of our children
No parent wants to compromise the quality of their children’s education, yet tuition costs continue to rise. Whether you’re preparing to send your first - or fifth - child to post-secondary education, I am here to share useful tactics on how to effectively support your children’s future while still saving for yours.
Business Strategies
Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future security of their businesses. I can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected. IFA, Group insurance and RRSP
Insurance Protection
The most important part of preparing for the future is protecting it. We can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly, or become disabled, there are products that can help protect the life you've built for you and your loved ones.
Account Opening Services: Registered and Non-Registered
We specialize in opening both registered and non-registered accounts, such as TFSA, RRSP, FHSA, RESP, RDSP, and more. Our team will help you navigate various investment options offered by our esteemed partners, including mutual funds, GIAs, annuities, GDAs, and beyond. Empower your financial future with our expert guidance and tailored solutions.
Retirement Strategies
The key to a successful retirement is one that doesn't require you to compromise your lifestyle or wonder if and when your nest egg will run out. We can provide a variety of options to help you prepare for your leisure years confidently without having to sacrifice your quality of life. we can open your RRSP and help you choose the Right Mutual fund in it .
Disability Insurance
Don’t let an unexpected disability compromise your prime earning years. With disability insurance you can still receive income even if you’re unable to work due to an injury or other unforeseen circumstance.
-Member of Association of financial professionals
-FPAC
-Passed Chartered financial analyst LVL2
-CIFC (Canadian investment funds course)
-Member of Association of Financial
Professionals
-FPAC
-Passed Chartered Financial Analyst LVL2
-CIFC (Canadian Investment Funds Course)
-LLQP Life License Qualification Program
Passed FRM level 1 Exam
-MBA
The best time to plant a tree was 20 years ago. The second best time is now
Schedule a Complimentary,
No-Obligation Appointment
with Ali if you are residing in CANADA
The best time to plant a tree was 20 years ago. The second best time is now
Schedule a Complimentary, No-Obligation Appointment
with Ali
- 01/07/2024
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- 01/07/2024
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🔥 Financial Education Event 🔥
🍁 Don’t lose your opportunities in Canada 🇨🇦
Registration is just opened!
April 27th, at 3:30 PM (EST)
Finished ✅
You can bring your friends👌
🔥 Financial Education Event 🔥
🍁 Don’t lose your opportunities in Canada 🇨🇦
Registration is just opened!
April 27th, at 3:30 PM (EST)
Finished ✅
You can bring your friends👌
