Elie Nafekh

Financial Advisor @Freedom 55 Financial

Waterloo, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2003 — Present

Financial Advisor @Freedom 55 Financial

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Kitchener, ON, CA

Experienced and accomplished professional with 35 years of business management acumen and extensive knowledge in the financial sector to provide sound financial risk and management advice. Confidently able to converse in French, Arabic, Spanish and English and sensitive to needs of clients from various cultures. Whether you are interested in learning more about investment planning, debt relief or consolidation, business or personal insurance, tax strategy options, retirement or estate planning, I will answer your questions and develop a financial security plan to meet your personal goals. If you’re purchasing a home, I can also put you in touch with a London Life mortgage planning specialist, who can help you choose the right mortgage for your situation.

SKILLS

ManagementRetirementStrategic Financial PlanningSales ManagementFinancial PlannersInvestment AdvisoryInvestmentsFinancial PlanningMortgage LendingCritical IllnessAsset AllocationMutual FundsPensionsLife InsuranceFinanceWealth ManagementInsuranceWealthFinancial RiskFinancial AdvisoryInvestment StrategiesRetirement PlanningFinancial ServicesFixed AnnuitiesEstate PlanningPortfolio Management

ABOUT ELIE NAFEKH

My passion is to develop and grow my clients financial well being. I am a…

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Elie Nafekh — Financial Advisor at Freedom 55 Financial in Waterloo, ON, CA | Unifers