Certified Financial Planner®SafeBridge Financial Group (Carte Wealth Managment Inc.)Toronto, Ontario
I am a Certified Financial Planner with Safebridge Financial. Who am I? I am your financial coach. I help by filtering out the noise and distractions so you make the right decisions.
In life, we are bombarded with so many different choices and options.
So why choose me as your Financial Planner? I am a relationship builder. I believe in what I do and I enjoy doing it. I offer you the experience of over 30 professional years. I always bring four special tools; integrity, focus, commitment and adaptability.
- Mutual funds provided through Carte Wealth Management Inc.
- Life/Health insurance and Segregated Funds provided through Qualified Financial Services Inc.
- Owner/Director of Magid Girgis Financial Services Inc. (Sept 2018)
- Member of the Canadian Association of Gift Planners
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