Aleem Visram is co-owner of Multi Insurance Retirement and Financial Planning Inc, a company that has been in the Financial Services industry for nearly 20 years. Aleem is a registered dealing representative in the category of mutual fund dealer as sponsored by Carte Wealth Management Inc., a mutual fund and exempt market products dealer in Ontario and a mutual fund dealer in Alberta and Quebec. Aleem is proud to be a part of an independent company providing professional service and unbiased advice.
In his role as a Financial Advisor, Aleem helps busy professionals and businesses make informed financial decisions by guiding them though their financial options. Aleem uses an innovative “360″ approach to provide his clients with an assessment of their current financial position and a holistic financial plan to meet their future goals.
Aleem is a Certified Financial Planner by the Investment Funds Institute of Canada (IFIC) and a Licensed Life Insurance Agent. Aleem has conducted seminars for the Richard Ivey School of Business Alumni Association and investment, retirement and education planning seminars for the Ismaili Economic Planning Board (EPB).
Before joining Carte, Aleem worked as a Manager for several Global Fortune 100 companies, including Pfizer, American Express, Kraft, Novartis and Tata Beverages. Aleem is also a part-time professor at the Schulich School of Business at York University. He won the prestigious 2012 Teaching Excellence Award, the largest teaching award in North America. Aleem graduated on the Dean’s List from both the HBA and MBA programs at the Richard Ivey School of Business at the University of Western Ontario. Aleem also volunteered as the Marketing Director for the World Partnership Walk and as a Board Member for the Network of Indian Professionals (Net Ip) Toronto.
My Services Include:
Health Insurance, Life Insurance, Critical Illness Insurance, Disability Insurance, Group Insurance*
RRSP, RESP, Non-Registered Funds, TFSA, RRIF ■ Manulife One Mortgage**
RRSP and Investment Loans ■ Estate Planning Services ■ Annuities
I specialize in working with businesses and professionals; take a look below at my 360º process to see how I can bring value to your financial circumstances.
I believe it is imperative to take the time necessary to learn who you are and what is important to you. I keep abreast of the many changes that constantly take place in the financial world so as to be well prepared to assist you in achieving your goals.
Cash flow is the first area of every financial plan that needs to be carefully examined. Maintaining a positive cash flow is the key to creating a solid foundation to build on when striving to meet your financial goals.
Once cash flow is properly managed, protecting yourself is the next step in a financial plan. Here I look at ensuring that you will remain financially secure regardless of any unforeseen events occurring in your life.
After having created a solid foundation for your financial well-being, the next step is investment planning. Through asset allocation and risk tolerance models I will assist you in reaching your short and long-term investment goals.
The last area to address in your financial plan is the estate plan. Here I ensure that your Will and Powers of Attorney are current. I also assess whether or not your affairs will flow tax effectively to the beneficiaries of your estate.
Carte Wealth Management Inc.
425-6755 Mississauga Road
Mississauga, ON L5N 7Y2
69 Forest Park Crescent
Thornhill, ON L3T 2M8
+1 (647) 986-9163