Saalim Shaikh

WORK HISTORY

EDUCATION

ABOUT SAALIM SHAIKH

I commit our time and expertise to developing a personalized plan for you and your family. When you become a client, I will meet with you to discuss your immediate goals and longer-term objectives. I will conduct a detailed financial assessment for you, then analyze that information to suggest the strategies best suited to you. Working together, I will implement your plan and review it regularly as your life changes. As you go through life, there are many ages and stages where financial advice will be of great value to you. I will be with you every step of the way, providing you with the options and knowledge you need to make sound financial choices.Working behind the scene is our large team of financial planning experts, who specialize in investment, retirement, tax, and life planning. These experts help me to keep on top of changes to government legislation that could impact your plan, global market movements and new financial options.With my advice, your plan will help you to set savings targets, choose the best financial vehicles, and ensure you have the right mix of investments.*Research has proven that individuals who follow a plan are more likely to start saving earlier and with more commitment, leading to a higher net worth.*Financial Planning Standards Council of Canada.