As a Certified Financial Planner®, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
After completing his Economics degree from the University of Toronto, Iftikhar spent 11 years working in private industry. These years were spent in various Finance and Accounting roles, which have been an ideal foundation for his work as a financial planner. Attention to detail, accuracy under pressure and conservative behavior in complex situations are hallmarks of his current popularity with his clients in the practice.
Iftikhar is a principal and senior advisor with createwealth planning, having spent the past 2 decades in the industry. He achieved his Certified Financial Planner designation in 2004 and his Canadian Securities course in 2016. He continues to keep abreast of the challenging investment environment by participating in various industry conferences and attending regular continuing education courses.
He is supported by an administrative team, in concert with technical and underwriting specialists, whose teamwork and follow-through are setting new standards of service excellence in building lifetime relationships with his growing client base.
Iftikhar is passionate about listening to his client's financial ills and concerns before prescribing solutions in order to reposition his client's family balance sheets to speed up the wealth creation process – whilst taking care of major risks along the journey. His focus is on high net worth families, small business owners and professionals. Future plans include using technology more robustly in delivering superior client research and customizing communication to ensure maximum satisfaction as family and business needs evolve in the years ahead.