Rafi Mohammed is an Investment & Wealth Advisor, Financial Planner with RBC Wealth Management – Dominion Securities. Rafi partners with Business Owners in general (specialize in Healthcare, Engineers & Lawyers) faced with the challenges of wealth and helps them to live financial lives on their own terms by converting technical knowledge into practical, efficient and actionable strategies.
Over the years, he has also helped a wide range of families, individuals and businesses create long-term solutions to generate and preserve wealth, also transfer wealth in a most efficient manner to the next generation. His planning specialties include working with business owners, and with individuals on tax planning, retirement planning and estate preservation strategies. In the past Rafi has also helped various foundations, charitable and religious organizations to invest in more sustainable and socially responsible asset classes which are very much aligned to their core values and principles. He also specialize in Halal investing and Sharia Compliant investment options for families & businesses.
He has been in the industry for more than 15 years in various roles such as Research Analyst, Portfolio Manager, Insurance Advisor and Financial Planner. Rafi is a firm believer of long term investment growth which can be achieved through sustainable investment strategies. He takes a quantitative approach to investing which takes emotions out of the equation and is prone to less errors or missed opportunities.
Rafi is a Certified Financial Planner (CFP), Chartered Investment Manager (CIM®), Personal Financial Planner® (PFP) , Certified Responsible Investment Advisor (RIAC)and also holds a Bachelor of Technology (Engineering) Degree. Rafi lives in Calgary along with his wife & daughter. He actively volunteers with Immigrant Services Calgary (ISC) and mentors newcomers to Canada on a regular basis. Outside of work he enjoy the outdoors including hiking, camping and travelling.
