Today, Tomorrow, Together.

I’m proud to partner with you for your long-term vision today, and help you prosper financially by growing, maintaining and efficiently managing your wealth to pave the path for tomorrow. With steadfast commitment to your financial well-being, I provide personalized financial advice combined with creatively tailored portfolios, so that together, we can help achieve your goals and objectives. Through it all, our dedicated service allows you to reclaim your time to pursue your greatest dreams and passions.

"Our goal can only be reached through a vehicle of a plan in which we must fervently believe, and upon which we must vigorously act. There is no other route to success." – Pablo Picasso

Delivering elevated client experience and highly skilled service, we work collaboratively with you to understand your vision and help you reach your definition of success. Whether you need assistance managing wealth for yourself, your family or your business, we provide the professional advice and financial advocacy you need and deserve, every step of the way.

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Zeeshan Janmohamed

Zeeshan Janmohamed, B.Comm.

Investment Advisor

905-764-5187 | Email me

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Recent Insights

Audio Commentary: Knock-on effects from SVB’s collapse

Kelly and Tylar talk about the current stress in the financial system and the wider implications for the U.S. economy and equity market.

Could struggling banks drag down the economy?

The Silicon Valley Bank collapse brought financial system stresses to the surface. We look at knock-on effects and economic and market implications.

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Retirement Income Planning - Things You Need to Know

Mar 17, 2023 12:00 PM Eastern Daylight Time - Mar 17, 2023 01:00 PM Eastern Daylight Time
260 East Beaver Creek Road, Suite 500 Richmond Hill, Ontario Vaughan, ON

Join us to learn about everything you need to know regarding retirement income planning.

 

Retirement income planning is one of the most important aspects to ensuring one's future is taken care of. The fact that many people are living longer with improvements in healthcare and the real fact that retirement savings have to last longer today than they did in the past is a major concern that needs to be taken seriously.

 

There is a good chance you will spend as much time in retirement as you spend planning for it, that’s why it’s so important that longevity is a key consideration in your retirement income plan.

 

We will discuss:

Concerns facing Canadian Investors today

The where & how of retirement planning

Potential sources of retirement income

Asset withdrawal order

Tax Minimization

Diversification

Investment, Portfolio Management, and Planning Solutions

 

Limited seats available so make sure to book your spot at the earliest!

3.85% - The Real Value In Working With A Wealth Advisor

Nov 30, 2022 01:30 PM Eastern Standard Time - Nov 30, 2022 02:00 PM Eastern Standard Time
Virtual Seminar Richmond Hill, Ontario

Join Zeeshan and Tina as they discuss the magic number 3.85%, and how the value in having a Wealth Advisor has have never been more important. Especially during periods of significant change, and particularly as we emerge from the global pandemic and continue to guide investors through choppy markets.