Tarek El Refaie
Investment Advisor @Manulife Wealth
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WORK HISTORY
Investment Advisor @Manulife Wealth
Oakville, ON, CA
With more than $100M AUA, I serve clients with an integrated, cashflow and \"pension-minded\" approach to wealth and estate planning.Specializing in working with Corporations, my team and I, optimize returns on cashflows by forecasting, recommending and implementing investment strategies, and monitoring returns. We work to ensure liquidity while obtaining enhanced returns. For HNW Personal Clients, I utilize a \"pension-minded\" approach, to find tax-efficient wealth protection and investment income opportunities ensuring that my clients; lifestyle needs and legacy plans are aligned, while preserving their overall financial security. My team also provides cost-effective Group Retirement and Insurance solutions to employers who are interested in attracting and retaining the best and brightest in their respective industries.
EDUCATION
McMaster University
MBA
Centennial Secondary School
Ontario Secondary School Diploma with distinction
Western University
BSc.
SKILLS
ABOUT TAREK EL REFAIE
My team partners with Corporations to optimize returns on their cashflows. From forecasting, recommending investment strategies, and monitoring returns we work to ensure liquidity while obtaining enhanced returns. For HNW Personal Clients, I utilize a \"pension-minded\" approach, to find tax-efficient wealth protection and investment income opportunities ensuring that your lifestyle needs and legacy plans are aligned, while preserving your overall financial security. Drawing from my global pension and insurance background, my team provides cost-effective Group Retirement and Personal Life Insurance solutions to employers who are interested in attracting and retaining the best and brightest in their respective industries. Interested in finding out more? Give me a call and see what my team can do for you. I can be reached at 90••••••20 or email me at T••••••••@Manulifesecurities.ca
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