Abdullah Alsafady

Financial Planner @TD

Ottawa, ON, CA

My role is to be the bridge between peoples goals and their current reality. help families plan their financial independence. I utilize a personal goals based approach to created tailored Financial Plans based on the clients\' unique circumstances and financial situation. I evaluate all main areas of Financial Planning from building net worth, estate and legacy planning, protection and insurance, to tax planning. Ultimately, i strive to uncover people\'s goals and dreams and then create a plan that allows then to achieve those goals towards financial independence.

Telfer School of Management at the University of Ottawa

Bachelor of Commerce (B.Com.), Finance, General

University of Ottawa / Université d'Ottawa

Bachelor of Science (B.Sc.), Biology, General

Carleton University

Masters of Business Administration - Financial Management Concentration, Business/Commerce, General