(905) 570-1200 Ext 238
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Mobeen Husain, CLU
- Life Insurance Representative
- Mutual Fund Representative
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.
100, King Street West, Suite 250
Hamilton, Ontario L8P 1A2
Tel.: 905-570-1200
Fax: 905-570-1270
mobeen.husain@dfsin.ca
Desjardins Financial Security Independent Network and its counterpart in Quebec and New Brunswick, SFL Wealth Management, form a network of financial product and service distributers that focus on wealth management. We personalize our service offer to meet your changing needs. No matter the goals you set or the unexpected situations you face, the independent advisors affiliated with our network can help you develop a financial strategy. You can count on the stability of Desjardins, the leading cooperative financial group in Canada, the support of a multi-disciplinary team of financial professionals and their freedom to choose from the best offers available in the market.