People do not care about what I do. They care about why I do it and how it will help them. I am a Certified Financial Planner with Safebridge Financial. Who am I? I am your financial coach. I help by filtering out the noise and distractions so you make the right decisions. In life, we are bombarded with so many different choices and options. Making the right financial decisions can be difficult an
d at times complicated. I listen first, because it’s about you, your life and your relationships. I will collaborate with professionals to customize and implement tax-preferred estate and financial planning strategies for you, your family or your company. I will work with you to ensure that your personal, corporate and philanthropic legacy strategies are successful. Why choose me as your Financial Planner? I am a relationship builder. I believe in what I do and I enjoy doing it. I offer you the experience of over 30 professional years. I always bring four special tools; integrity, focus, commitment and adaptability. I will keep you focused on your goals. I will remain committed to your financial success. I will always be aware of your changing needs and ensure that your plan adapts to those needs. I will never tell you what’s “politically correct” but rather I will be honest with you and always tell you the truth. This material is intended for education and training purposes only and is not intended to be, nor should it be construed as, an offer or solicitation for the purchase or sales of any specific securities or financial service. These are hypothetical scenarios are for illustration purposes only and does not present an actual investment for any specific product or service. Actual results may vary substantially from the figures in the example. All rates of return are hypothetical and are not a guarantee of future performance of any asset, including insurance or other financial products. Higher rates of return have been associated with higher volatility. Please consult with your personal tax professional or legal advisor for further guidance on tax or legal matters. Mutual Funds provided through Carte Wealth Management Inc. Life/Health Insurance and Segregated Funds provided through Qualified Financial Services Inc. Owner/Director - Magid Girgis Financial Services Inc. Member of the Canadian Association of Gift Planners
