National Bank Financial - Wealth Management

Shafiq Kassam is a seasoned financial planner based in Calgary, Alberta, with extensive experience in the financial services industry since 1997. His approach emphasizes the development of personalized financial plans that cater to the unique goals and aspirations of his clients, ensuring a strong understanding of their current financial situations. At TD Wealth Financial Planning, Shafiq offers comprehensive services ranging from tax and retirement planning to estate management. By focusing on fostering long-term client relationships, he aims to adapt and evolve financial strategies that help clients navigate their changing needs and circumstances over time. Generated from the website

Credential Financial Strategy is a financial services firm based in Carstairs, AB, specializing in providing personalized financial planning and investment solutions to individuals and families. With a focus on building long-term relationships with clients, the firm offers a range of services to help clients achieve their financial goals and secure their financial future. Generated from their business information

Sun Life Financial in Drumheller, AB is a financial services company that offers a range of insurance and investment products to individuals and businesses. With a focus on helping clients achieve financial security and well-being, Sun Life Financial provides personalized solutions and guidance to meet their diverse needs. Generated from their business information