Ehsan Moafi
"I offer a comprehensive range of wealth management services to cater to the diverse financial needs of my clients. These services include investment advisory, financial planning, tax planning, retirement planning, estate planning, and risk management. I work closely with my clients to design personalized investment portfolios, considering factors such as risk tolerance, financial goals, and time horizon." He believes, "a good investment starts with a sophisticated financial plan. I spend over 80% of my time on getting to know the client needs and goals before customizing their investment portfolio."
Proper investment portfolio is not limited to only mutual funds. CIBC Wood Gundy provides access to a wide array of short term and long term investment products including:
"Additionally, the institution provides me with the most updated and world class insights into market trends and economic research to assist clients in making informed decisions. Overall, my goal is helping clients build, preserve, and transfer wealth effectively."
Your ambitions deserve unique solutions. We offer customized support and advice that can address all of your financial needs, including: