Certified Financial Planner...Certified Management Accountant....Canadian Investment Manager...5,000 funds...Canada's top insurance products...Canada's best mortgage rates...and more

Zaid B. Mohammed

 

CMA, CFP, CIM

 

Wealth Manager

Home

Phone:  (866) 880-9166 ext. 351  (toll-free)

E-mail:  zmohammed@sterlingmutuals.com

SOLUTIONS for financial problems at each stage such as……..

· How can I reduce personal taxes? Business taxes?

· How can I increase cash flow?

· How can I set up a group benefit program for my business?

· How can I plan for my business succession?

· Can I use my business to help save for my child or grandchild’s education?

· How much do I need to save for my retirement?

· Is there a way to ensure my retirement income is secure for the rest of my life?

· Who can manage my employment pension?

· Can I invest and save taxes at the same time?

· How do I protect my estate from tax erosion?

· If I die, who will need money?

· Are my investment’s performing as well as they should be?

· How can I incorporate my religious and socially responsible values into my investments?

· How can I reduce the time needed to payoff my mortgage?

· How can I save for my retirement and payoff my mortgage faster at the same time?

· How can I save the most for my children’s education?

· And much more…..

Contact Me today!!!!   No obligation discussion.

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It’s all about SOLUTIONS!
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Welcome to SAFEWEALTH.ca !!!!

Every individual goes through 3 stages in life:

                                       CREATING your financial future

                                       MANAGING your financial future

                                       PRESERVING your financial future

 

SAFEWEALTH is about guiding you through each stage of life using the SAFETY System of personal financial management.

 

 

 

Who Needs The SAFETY System?  Individuals, business owners, non-profit organizations, and charities  -  basically those who care about their current and future financial position need The SAFETY SYSTEM.

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Time is money and both wind down quickly.  Learn how to safely take control of your financial future before your time and money wind down on you!