Investment Advisor
My Services
I specialize in portfolio strategies and investment solutions that emphasize wealth preservation and long term growth. My services include the following:
- Asset allocation
- Cash flow management
- Customized investment strategies
- Quarterly reviews
- Risk tolerance analysis
- Equity, Mutual Funds and fixed income investing
- Detailed reporting and online access
- Option Strategies
- Fee -Based and Seperately Managed Accounts
Investment Philosophy
As your Investment Advisor, I can help you reach your investment goals. Together, we can map out a customized strategy that ensures you have every opportunity to reach them.
With expert advice at your service, you can rest assured your investments are working hard for you while you enjoy the finer things in life. I believe that a client's interests are best served by taking a diversified approach to investing.
When working with my clients, I formulate a customized investment strategy designed to improve their porfolio's returns, while keeping risk at an acceptable level.
About Me
I am a graduate of Concordia University where I attained my Bachelors of Commerce.
As an Investment Advisor for 8 years, both here on Bay Street and Wall Street, I believe my clients can benefit from my experience. I am an active supporter of relief orientated charitable organizations,helping victims of natural disasters. I speak Urdu, Hindi and French fluently. I regularly appear as a guest speaker on CNBC Pakistan and Geo TV.
My Mission
I provide strategies and opportunities to help my clients achieve their financial goals. Whether it is growing wealth, protecting wealth or transferring wealth, my clients receive personalized (customized) investment (wealth management) solutions to meet their financial priorities (goals).