COMPLEXITY MADE SIMPLE.
Turning complex finances into well-laid plans
With access to high-quality global asset managers from all over the world, clients can confidently pursue their goals and secure their financial well-being.
Our personalized advice goes beyond numbers to deliver unique insights and dynamic solutions based on a deep understanding of what truly matters to you.
Effective use of business structures, compensation models, and group benefits plans are a few of the areas which we can help optimize your business success.
Every estate plan is different, and yours should address your particular needs. Whether you own a business or vacation property, are separated or divorced, or live in a blended family or common-law relationship, your estate plan is customized to contemplate your specific situation.
Business/Farm Retirement Plans
Whether you sell outright or pass the reigns on to the next generation, we will guide you through the key decisions you need to make and help you to understand their potential impact to your financial well-being.
“Faisal has been our financial consultant for almost fifteen years and has been an invaluable resource to us during this time especially as our portfolio has grown and our needs have become more complex. He is continually updating and expanding his knowledge of financial strategies and instruments in order to be as informed as possible to help guide clients in achieving their own specific goals. Faisal has always kept our best interests at the heart of his strategies and is more than willing to work collaboratively with us in implementing a financial strategy that best suits us. He has left no stone unturned in bringing valuable, pragmatic and detailed advice, products and strategies to both our personal and business finances and has a deep understanding of how one size does not fit all—he has been diligent about customizing the best possible plan based on our unique goals and needs. Faisal truly takes great pride in being able to assist clients achieve their goals in life through financial planning. We would not hesitate a single second to recommend to anyone that utilizing Faisal would be one of the best financial decisions they could make.”
— Joni S. and Lou G.