Nadeem Mian - Wealth Management Specialist

at 8111 Jane St, Vaughan , L4K 4L7 Canada

1. Financial Planning

Helping business owners, professionals and entrepreneurs achieve their financial objectives by using a simple and disciplined approach.

Description

Active Investment Management Strategies to Grow and Protect Your Wealth There was a time when investors could simply buy the stocks of large, healthy companies, hold them for many years, and enjoy a steady stream of dividends and capital appreciation. In today’s globalized economy, I believe this type of traditional “buy and hold” strategy will cause most investors to fall short of their long-term financial goals. Today, investors need a more proactive investment strategy that protects their hard-earned gains and seeks positive returns in all market environments. An approach that aligns portfolios with each client’s long-term financial goals and personal risk tolerance. A sophisticated investment process that: • Employs rigorous fundamental and technical analysis to uncover attractive investment opportunities •Builds and manages concentrated portfolios that focus on mid and large-capitalization companies with ample liquidity •Maintains a selling discipline to protect gains and minimize losses •Holds cash when market conditions become challenging and seeks opportunities to reenter the market at more attractive levels •Avoids emotional reactions during volatile markets Are you looking for a financial advisor with a disciplined investment approach and a global perspective? Someone who will listen to your concerns and create a customized, actively managed portfolio that is tailored to your specific needs? If your answer is yes, please contact me to schedule an investment consultation. Raymond James financial advisors may only transact business in provinces and/ or states where they are registered. Follow-up and individualized responses involving either the effecting of or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in provinces or states where the financial advisor is not registered.

Company Rating

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Summary

Nadeem Mian - Wealth Management Specialist is Vaughan based place and this enity listed in Financial Planning category. Located at 8111 Jane St ON L4K 4L7. Contact phone number of Nadeem Mian - Wealth Management Specialist: 905-532-9881