Jamal Khan
Managing Partner @Cf Canada Financial
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WORK HISTORY
Managing Partner @Cf Canada Financial
Vancouver, BC, CA
CF Canada Financial is appointed by insurance and investment fund companies to distribute their products and services, through independent financial advisors. Canada Financial is one British Columbia\'s fastest growing financial services agencies that provides a broad array of life, health, employee benefits, pension, investments, structured settlements, and risk management products and services to financial advisors.We view the financial advisors that we work with as true business partners and in turn it is our mandate to support advisors in growing their business. We are committed to providing our advisors with the ideal mix of resources, products, services, and support that they, in turn, can provide to their clients. Our mission is to provide all advisors that work with us the best platform and career development opportunities to grow and learn that are available in the financial services industry.
EDUCATION
University of Toronto
Master's degree, History
Simon Fraser University
Bachelor of Arts (BA), History
ABOUT JAMAL KHAN
WHAT I DO: I help incorporated professionals and business owners who have retained earnings pay zero tax on income bearing corporate investments, create supplementary tax-free retirement income and ensure that family wealth is maximized and kept together as long as possible by providing collaborative planning services alongside other complimentary advisory professionals. WHO I WORK WITH-Accountants -Lawyers -Financial Planners -Private Bankers -Lenders -Mortgage Brokers -Business Consultants -Portfolio Managers -M&A Advisors -Trust Companies -Real Estate Advisors WHY IT WORKS: When you partner with Jamal Khan Financial Group you get the most efficient, effective and high-level business succession, tax & estate planning for families that want to grow their business and family wealth while keeping it in tact for as long as possible. WHAT MAKES ME DIFFERENT: By leveraging my business and professional networks I can help maximize and preserve family wealth by ensuring that the right advisory professionals are involved to create significant value. WHAT OTHERS SAY: Solomon Nordine, President, Professional Business Accountants Society of BC “Jamal comes across as highly knowledgeable of different financial strategies. Our clients have benefited from his industry contacts and tax planning” HOW IT WORKS: You watch a 30 minute educational webinar so you get an understanding of how our strategies work. Next, if you want to explore how our planning may benefit your current plans we then book a meeting together with your accountant to delve deeper into our planning strategies. Collaboratively, we help facilitate and determine if our plan will add value within the larger context of your family goals, objectives and current situation.
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