Vision and Mission Statement

To become a standard for independent financial planning and personal wealth counseling in Winnipeg and the surrounding communities by providing individual and business clients with objective solutions and superior personal financial service that helps them create, preserve and manage their financial future while looking at their SAFETY first.

Academic Background

Certified Management Accountant (CMA) - the Society of Management Accountants

Certified Financial Planner (CFP) - the Financial Planning Standards Council

Chartered Investment Manager (CIM) - the Canadian Securities Institute

Fellow of The Canadian Securities Institute (FCSI) - the Canadian Securities Institute

Bachelor of Commerce (Honours) in Public Policy - the University of Manitoba

Bachelor of Arts in Economics - the University of Manitoba

Competent Toastmaster (CTM) - Toastmasters International

 

 

 

Zaid B. Mohammed

Zaid B. Mohammed started his own financial planning and wealth counseling practice after a high performance career behind the scenes.  Previously, he was employed for several years at a financial services giant where he played an instrumental role in the Finance Division.  Zaid’s input was vital in many initiatives relating to Mortgage Banking, Wealth Management, Reporting and Analysis. 

He is also editor and a writer of Independent Solutions e-newsletter which is available FREE as a courtesy to the public.

In addition, his financial services academic background is among the elite in the industry.

Safewealth.ca
Text Box: Home of the SAFETY System Solutions for personal financial management!

Disclosure / Disclaimer:

Mutual funds provided by Sterling Mutuals Inc.. Commissions, trailing commissions,  management fees and expenses can all be associated with mutual fund investments.  Please read the simplified prospectus and fund facts document before investing.  Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.  Tax planning and preparation services, and insurance are provided by Zaid Mohammed and Sterling Mutuals inc. does not provide these services.   Insurance products available through multiple carriers.  Sterling Mutuals Inc. is not liable for any errors or omission relating to any referral arrangement services, insurance or tax planning, and does not monitor or supervise any of these activities.