Full-circle, integrated wealth services
Understanding what money means to you enables me to design the best strategy and helps us to build a solid, long-term connection.
Based on my understanding of you and your needs, I will create an in-depth Wealth Plan that is:
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Flexible in design,
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Realistic in its expectations, and
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Specifically tailored to reflect your needs, visions and financial well-being.
Many financial issues affect us all: saving for retirement income, minimizing taxes, setting aside funds for a major purchase or financing a child's education. I will help you navigate through a vast array of options, providing you with the most relevant information and empowering you to make informed decisions.
Working with a passionate, experienced team of specialists at BMO Private Wealth, I can provide an integrated, complete suite of wealth management services and solutions for you and your family that can include:
Working very collaboratively, we will focus on all areas of a comprehensive wealth plan to carefully direct what will happen to your assets when you’re gone or can’t make your own decisions.
Sharia-compliant portfolios
My team and I have the knowledge and ability to structure a Sharia-compliant, or halal, portfolio. Familiar with the rules that govern the way Muslims can invest, I can build a meaningful portfolio that honours your values, religious beliefs and growth objectives. I use a portfolio manager for the Sharia compliant strategy.
We will: