INVESTMENTS

Understanding what's important to you is my passion. It is the basis of building a financial plan for you.

Understand how you want your money to work for you
Evaluate your needs, goal and concerns
Map your plan and suggest an investment strategy
Provide a portfolio that meets your investment objectives to help achieve your target returns
Develop contingency plans and recommend solutions to deal with the ups and downs of life along the road

With an exclusive access to world-class investment professionals, I have access to all the choices clients need when building or adjusting their personal investment portfolio.

Commitment and dedication to a future goal, is what connects my business to clients and their families. Whether they are business owners, executives, professionals or entrepreneurs, I follow a disciplined approach to assess a client's needs, goals and concerns. I do this by following the series of steps outlined below.

Examine the relationships you have with your financial institution and identify ways to improve your services
Develop a plan to ensure what you leave behind for your loved ones is efficiently transferred to them
Conduct annual reviews to ensure you’re on track to achieving your goals; adjust your plan to suit the changes in your life.

THE DIFFERENCE IS MEASURABLE

Dedication and commitment to help client's reach their financial goals is a passion that helps me deliver exclusive investment choices

HOURS & LOCATION

Location

7030 Woodbine Avenue, Suite 300, Markham, ON, L3R 6G2

227 Owen Blvd

Toronto, ON, M2P 1G9

Tel: (416) 830-5475

Email: shabnam@thenooranis.com

Hours

Monday - Friday

8:30 am to 5:30 pm

Saturday

9:00 am to 12:00 pm

Evenings by Appointment

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GET A QUOTE!

Services:

Education Planning
Retirement Planning
Cash Management

Products:

RESP – A great tool for your child's education which helps you get free money from the government
RRSP, RRIF – Plan your retirement
TFSA – Don't let the growth on your investments be taxed

The investments you need when you’re on the move:

Investments

Type of Funds:

Money Market Funds
Mutual Funds
Guaranteed Investment Certificate (GICs)
Segregated Funds
Guaranteed Investment Funds (GIFs)
Corporate Class Inc.
Portfolio Funds

Investments

Are you sure about the investments you have with your current provider?

If you are not sure about what investments are suitable for you, I can help you select ones based on your goals and concerns that will be perfect for you
In order to do so, we need to find out your risk tolerance
Kindly fill out the following information:
- Information Request
- KYC Form