Iqbal Amiri
Wealth Advisor @Worldsource Wealth Management
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WORK HISTORY
Wealth Advisor @Worldsource Wealth Management
Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc, sponsoring mutual fund dealer. Other Products and Services are offered through AMIRI Wealth Management Inc.
EDUCATION
Harvard Law School
PON - Mediation Intensive
Simon Fraser University
Diploma
Western University
Ivey Executive Programme
SKILLS
ABOUT IQBAL AMIRI
As President & CEO at Amiri Wealth Management, my focus extends beyond the conventional; it\'s about forging lasting legacies and ensuring the utmost confidentiality for our clientele. At the heart of our operations lies a commitment to trust and discretion, values that have defined my career for over three decades. The cultivation of these principles has been paramount in my role, facilitating the smooth transfer of assets for numerous families. With a parallel tenure as a Wealth Advisor at Worldsource Financial Management, I\'ve honed an expertise in investment advisory, specializing in retirement planning and financial advisement. This, coupled with the latest certifications in mediation and communication, enables me to navigate complex negotiations and foster effective client relations. My work is underpinned by a dedication to community service, where I leverage my professional skills to contribute meaningfully, aligning with my personal ethos of giving back.
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