Adnan Associates

TD Group Financial Services offers a range of financial solutions including investment advising, portfolio management, private banking, financial planning, and wealth advising. Clients can easily search for advisors or branches by name or location to find the right financial professional to meet their needs. The organization prioritizes privacy, security, and accessibility, ensuring that services are tailored to the unique requirements of clients across different jurisdictions. With a commitment to delivering comprehensive financial guidance, TD Group stands out as a trusted partner in managing and growing financial assets. Generated from the website

Shahin Safaei is the Portfolio Manager & Senior Investment Advisor for BRiTE Wealth Management at TD Wealth Private Investment Advice. With over 25 years of global relationship management experience, including in the UAE and Switzerland, Shahin brings a wealth of expertise to his role. He holds a Chartered Investment Manager (CIM®) designation and earned his MBA in Global Banking and Finance from Zurich, Switzerland. Committed to understanding the unique needs of each client, Shahin is dedicated to helping individuals achieve their visions of success. Outside of work, he enjoys playing Tennis and spending time with his three active boys. By continuously expanding his knowledge of Financial Markets, Shahin ensures he stays well-informed on the latest strategies and products available. At BRiTE Wealth Management, the focus is on providing personalized wealth advice to clients. The team takes pride in prioritizing the interests of their clients and offering tailored investment management strategies. With a commitment to proactive reviews, clients can expect timely updates and adjustments to their financial plans as their needs evolve. Generated from the website content

Pankaj Monga Group Inc, located in Mississauga, ON, specializes in a wide range of insurance services, including health, life, critical care, dental, disability, and travel insurance. With a focus on providing affordable rates, the company aims to establish lasting relationships based on trust while helping clients achieve their financial goals. The agency is particularly well-versed in facilitating the Parent and Grandparent Super Visa, which allows for extended stays in Canada, and provides the necessary private medical insurance required for applicants. In addition to insurance, their services also encompass investment planning and estate management to ensure a comprehensive approach to financial well-being. Generated from the website