Prior to joining Family Wealth Concepts in May, 2011, Chris was a Sales and Account Executive for 10 years. He has spent the past 5 years dedicated to working with a select group of clients to identify financial planning strategies to build wealth, reduce debt (or reposition debt to make it tax deductible) and incorporate insurance planning for protection and peace of mind. His primary focus is to design a customized program to help protect and grow the wealth of his clients. He does this by understanding their unique goals before mapping their personal situation, identifying opportunities and then maximizing the efficiency of their financial model.
In short, Chris is passionate about helping clients to identify, organize and uncover lost or undiscovered financial strategies that will help them to improve their financial situation and reduce financial loss.
He does this by using a holistic wealth planning system known as LEAP (Lifetime Economic Acceleration Process), a macro-economic modeling strategy that organizes every aspect of his clients' lives. Like a financial guidance system, Chris uses powerful and precise financial modelling software to position income and assets and utilizes strategies targeted to improve performance and provide maximum protection. He also takes an active role in managing and rebalancing the wealth of his clients, and prefers to use annuities and segregated funds due to the guarantees and estate planning features these products provide.
Chris resides in Burlington with his wife, Natalie, and their four children.
Contact:
chris@familywealth.ca
Cell: 416-526-4384
http://www.christheadvisor.blogspot.com
Atiya Ahsan*, CFP, CLU, CH.F.C
Affiliated Advisor
Atiya Ahsan is the owner of Ahsan Financial and has worked as a Financial Advisor for more than 25 years. A specialist at helping self-employed and small business owners with their financial planning and insurance needs, Atiya believes that regular fact-finding and ongoing reviews help clients remain committed to their short and long-term goals. As a former nutritionist, Atiya has spent her career helping clients make healthy and wise decisions. She has attracted a loyal following of clients – including many women and families – who value her dedication to client service and education. Atiya's clients have come to rely on her trusted advice. They are kept informed and actively participate in the financial decision making process. When appropriate, Atiya also helps with segregated fund investments and annuities offered by some of Canada's leading insurance companies. Atiya holds designations as a Chartered Life Underwriter (CLU), Chartered Financial Consultant (CH.F.C) and Certified Financial Planner (CFP). With her knowledge and experience, she can help with estate planning matters and calls on specialists when appropriate and needed.
Atiya is also committed to being a good listener, which is vital to understanding the unique objectives, interests and feelings of her clients.
A Mississauga resident since 1989, Atiya and her husband Ghani have three grown children. Atiya is currently President of the Zonta Club of Mississauga. In her spare time, she enjoys gardening, art, public speaking and travelling.
Website: www.ahsanfinancial.com
*Affiliated Advisors are not registered in any capacity with Worldsource Financial Management Inc. (WFM). WFM is responsible for mutual fund-related business activities conducted by its Registrants, and is not responsible for the business activities of other related or unrelated individuals and/or organizations.