Moize Goulamhoussen
Senior Portfolio Manager & Wealth Advisor @Designed Wealth Management
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WORK HISTORY
Senior Portfolio Manager & Wealth Advisor @Designed Wealth Management
Toronto, ON, CA
EDUCATION
McGill University
Economics and Political Science
The English College
Advanced Levels, Physics, Mathematics and Information Technology
SKILLS
ABOUT MOIZE GOULAMHOUSSEN
I am passionate about building high quality trust based relationships with our clients and ensuring their success! This allows them to focus on what really matters.As a Portfolio Manager and Wealth Advisor I specialize in helping professionals and business owners. I know many of our clients feel: Overwhelmed and are extremely busy. Concerned about growing tax liabilities within their corporations. Uneasy about how they’re performing and if their investments will be relevant when they retire.We live in a busy world where we only have so much time. I help my clients by tackling each issue and provide a clear understanding of all your options. I use a family office approach where we work diligently to get all your affairs in order. All our clients go through comprehensive financial and estate planning. We use tax savings solutions to solve issues where possible. We manage your investments as fiduciaries on a discretionary basis taking the guesswork out of the equation.I invite you to contact us for a free consultation. We meet our clients virtually and in person.Contact me at: 41••••••83 m••••@designedsecurities.ca#Healthcare,#Physician,#Radiologist,#Radiology,#Cardiologist,#Anesthesiologist,#Endocrinologist,#Ophthalmologist,#Pathologist,#Surgeon,#Pediatrician,#Business Planning
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