Shayan Hamdani, Investment Advisor, Holliswealth.

at Suite 203, 1320 Cornwall Rd, Oakville, L6J7W5 Canada

My mission is to clearly communicate the process I use to define, create and capture value to empower consumers of financial advice.


Shayan Hamdani, Investment Advisor, Holliswealth.
Suite 203, 1320 Cornwall Rd
Oakville , ON L6J7W5
Canada
Contact Phone
P: 2892910825
Website
http://www.mangrovewealthgroup.com

Description

The financial world is complex on its own. The consumer is always told to hire experts to simplify it however the more experts you hire, the more technical it gets and leaves the consumer feeling overwhelmed. Too often people sit in front of their advisors and feel overwhelmed with the information that is thrown at them. They leave a meeting with their financial experts and are already second guessing the decision they just made. They feel that financial decisions and gambling have similar odds. This leads to consumers losing track of who’s on their team and who’s out to get them. These are symptoms of a term that our office has coined called the “Disappearing Wealth Syndrome”. The 5 giants that make your wealth disappear are: 1) Unnecessary taxes. 2) Unmanaged risk. 3) Unjustified fees. 4) Unrealized value. 5) Unfocused vision. By working with a team of experts to provide independent advice, I take pride in integrating different aspects of financial planning (investment, tax, retirement and estate) to create tailored plans for my clients. I believe in empowering my clients to be informed in their decision-making, and to be in control of their assets. ➨ Book a complementary portfolio review by calling or emailing me. Portfolio review would include: • Investment Analysis- in depth look into how much risk you have in your portfolio. • Tax plan- Share strategies on how make sure that you are not paying anything unnecessary in taxes. • Retirement Projection Plan- determine required net worth and ROR, define retirement savings plan, and taxes on registered assets. *HollisWealth is trade name and a division of Scotia Capital Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. *Mangrove Wealth Group Inc, is a personal trade name of Jad Chehlawi.

Company Rating

67 FB users likes Shayan Hamdani, Investment Advisor, Holliswealth., set it to 2 position in Likes Rating for Oakville, Ontario in Bank/financial service category

Generated summary (experimental)

We can help you and your family.
We can help manage your business wealth.
We can help you build a great practice.
Personal Life Goals and Your Decisions Every financial decision must consider all the moving parts of the life that you are creating.
Only then will you be able to make your wealth plan work for you.
Focused Collaboration and Your Team Every hired expert must provide an easy way to be held accountable.
Only then will you be able to make your team work for you.
Every portfolio must start with an understanding of your investor behavior.
Only then will you be able to make financial markets work for you.
Every financial decision must consider all the moving parts of the life that you are creating.
Only then will you be able to make your wealth plan work for you.
Every hired expert must provide an easy way to be held accountable.
Only then will you be able to make your team work for you.
Investment Behavior and your Portfolio Every portfolio must start with an understanding of your investor behavior.
Only then will you be able to make financial markets work for you.
Personal Life Goal And your Decisions Every financial decision must consider all the moving parts of the life that you are creating.
Only then will you be able to make your wealth plan work for you.
(We’ll call you to schedule a time)
(We’ll call you to schedule a time)