Saeed Ally

Saeed Ally Email and Phone Number

Portfolio Manager and Financial Planner @ iA Private Wealth
Mississauga, ON, CA
Saeed Ally's Location
Mississauga, Ontario, Canada, Canada
Saeed Ally's Contact Details

Saeed Ally work email

Saeed Ally personal email

About Saeed Ally

Not sure what to do with your money? You need a road map.I work with doctors, dentists and entrepreneurs to give them a simple, actionable plan for their money. Imagine you piled the family into the car and went on a road trip to Hollywood, California, right now. But you decided not to take a map or a GPS to help you. You'd probably get there eventually, but it will take a lot longer, cost more money and will be hard to know if you're on the right track. There no chance you're going to take a road trip without a GPS. So why wing it when it comes to your financial planning? Building one with me is simple. We do it in 4 steps:1. We hop on a web call to build a Dream Board of where you want your money to take you in the future. 2. Send me the details of what your financial picture currently looks like.3. My team and I design a map that takes you from where you are today, to all the goals and destinations you want for yourself and your family.4. We implement the plan by automating your cash flow and investing, so you can stop worrying about your money, and focus on your work and what you enjoy.Plan, implement, then relax! Want to get your Financial Road Map? Message or email me now and let's get started!Want to learn a bit more, head over to www.wealthcareprofessionals.ca/getstarted

Saeed Ally's Current Company Details
iA Private Wealth

Ia Private Wealth

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Portfolio Manager and Financial Planner
Mississauga, ON, CA
Website:
iavaleursmobilieres.ca
Saeed Ally Work Experience Details
  • Ia Private Wealth
    Portfolio Manager And Financial Planner
    Ia Private Wealth
    Mississauga, On, Ca
    View
  • Ia Private Wealth
    Portfolio Manager And Financial Planner
    Ia Private Wealth Apr 2017 - Present
    204-10 Kingsbridge Garden Circle, Mississauga On
    We help clients build a Financial Road map that takes them from where they are today, to all the financial goals they want to accomplish.Once the road map is created, we put it to work by automating cash flow and investments so your money works for you while you sleep.If you're spending countless hours moving your money around, or worrying about whether you're doing the right things with your money, you need a Roadmap.At Wealthcare Professionals - iA Private Wealth, I can provide you with nearly every type of investment under the sun from:- Stocks, bonds, ETFs, mutual funds- RRSP, RESP, TFSA- Corporate and personal accounts- Everything you need to make your financial road map a reality...iA Private Wealth is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services Inc. Our parent company is listed on the Toronto Stock Exchange under the ticker symbol IAG and manages assets of over 112.9 billion dollars. The value of shares in circulation is over 4.3 billion dollars. Its growth and financial strength make it one of the largest public companies in Canada.
    View
  • Independent
    Insurance Advisor
    Independent Nov 2019 - Present
    Mississauga, Ontario, Canada
    Get the benefit of protecting your wealth all under one roof.I help doctors, dentists and successful entrepreneurs make efficient use of their insurance dollars to protect their wealth and ability to earn an income. You make good money when you're well, let's make sure your hard-earned wealth doesn't disappear if something happens to you. If your family depends on you when you're healthy, they will still depend on you if you're injured or sick. Let's make sure they can always depend on you by putting the right protections in place.I help with:-Life Insurance-Disability Insurance-Critical Illness Insurance-Long-term Care Insurance-Travel Insurance-Health and Dental Benefits*Insurance products are provided through iA Private Wealth Insurance, which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
  • The Heritage Group - Private Financial Services Inc.
    Insurance Advisor
    The Heritage Group - Private Financial Services Inc. Jul 2010 - Oct 2019
    Mississauga, On
    Independent insurance broker for life and health insurance. I represent many large and specialty insurance companies to find my clients the right coverage for the best price. The kinds of insurance I can offer are:- Life insurance- Disability insurance- Critical Illness insurance- Long-term Care insurance- Travel insurance- Health and Dental benefits
  • Manulife Securities
    Certified Financial Planner/Investment Advisor
    Manulife Securities Jun 2008 - Apr 2017
    Guelph, On
    Certified Financial Planner and Investment advisor with Manulife Securities Inc. A wholly owned subsidiary of Manulife Financial. Providing clients with financial plans, stocks, ETFs, mutual funds and much more.
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  • Edward Jones
    Financial Advisor
    Edward Jones Jan 2007 - Apr 2008
    View

Saeed Ally Skills

Retirement Planning Investments Wealth Management Wealth Retirement Securities Mutual Funds Insurance Investment Advisory Estate Planning Small Business Financial Planning Financial Planners Financial Advisory Insurance Consulting Asset Allocation Fixed Annuities Disability Insurance Portfolio Management Strategic Financial Planning Pensions Investment Strategies Life Insurance Critical Illness Wealth Management Services Banking Investment Management Annuities Insurance Planning High Net Worth Individuals Etfs

Saeed Ally Education Details

Frequently Asked Questions about Saeed Ally

What company does Saeed Ally work for?

Saeed Ally works for Ia Private Wealth

What is Saeed Ally's role at the current company?

Saeed Ally's current role is Portfolio Manager and Financial Planner.

What is Saeed Ally's email address?

Saeed Ally's email address is ha****@****ail.com

What schools did Saeed Ally attend?

Saeed Ally attended Mcmaster University.

What skills is Saeed Ally known for?

Saeed Ally has skills like Retirement Planning, Investments, Wealth Management, Wealth, Retirement, Securities, Mutual Funds, Insurance, Investment Advisory, Estate Planning, Small Business, Financial Planning.

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