Mobeen Husain, CLU

How I Distinguish Myself

As a Financial Planner, I help my clients identify their goals and develop with them a financial plan to meet these goals, taking into account their lifestyle and their evolving needs.  The financial plan includes savings, protection and investments in a tax efficient manner.

I am a Certified Financial Planner (CFP) as well as a Chartered Life Underwriter (CLU)

My Social and Professional Commitments

My social and professional involvement are as follows :

• Chair of Finance of Canadian Indo Caribbean Association (CICA).
• Vice President of Alumni Association.( Met College of Guyana).

Backed by a team of experienced professionals, which may include financial planners, notaries, lawyers and tax experts, I'll do more than a basic review with you — I'll consider every aspect of your financial security, including:

• Establishing a personal budget
• Reviewing your investments
• Evaluating any insurance needs
• Determining if you can reduce your taxes
• Planning your retirement
• Understanding your estate wishes, and any legal matters

After this process, I'm certain you'll have a clear picture of your finances, perhaps discovering opportunities you never thought were available to you.