Welid came to the financial services industry in 2018, after spending 10 years developing his managerial and client service skills. Delivering the best possible experience to his clients and helping them achieve their goals remains his top priority. “Financial literacy was the difference from where I was at 21 to where I am today, and I want to make that a reality for as many people as possible,” he says.
In his current role, Welid is committed to mapping out and implementing holistic financial plans with his clients – for investing, banking, risk management and estate planning. Colleagues and clients alike appreciate Welid’s levelheaded approach, genuine level of care and knowledgeable, consistent advice.
Dedicated to professional development, Welid has achieved the Certified Financial Planner (CFP) designation, and holds certificates in Small Business Banking, Advanced Financial Advice and Advanced Investment Advice from the Canadian Securities Institute, among other credentials.