Some words about us
Your Trusted Financial Services Partner in the UAE
At Bassem Fawzy Wealth Advisory, we specialize in helping Canadian expats navigate life abroad with confidence. From investments to retirement planning, our financial services are designed to simplify complex decisions and help you make smart, long-term choices.
What makes us different? We understand both sides of your life—your roots in Canada and your new opportunities in the UAE—and we tailor your financial plan accordingly.

Our Services
With years of experience in strategic financial planning, Bassem Fawzy is a trusted
Who We Are
Bassem Fawzy Wealth Management is a professional financial services business specializing in estate planning, financial planning for expats, savings plans, investment planning, and retirement planning. With over 20 years of experience, the Senior International Wealth Manager has a proven track record in developing customized investment strategies for high-net-worth clients. The business stands out for its client-centric approach, prioritizing long-term relationships based on trust and transparency, as well as expertise in managing complex portfolios and alternative investments.

Real People. Real Planning. Real Results
Whether you're building wealth or protecting what you've earned, our approach is always personal and clear. With easy financial services, we break down complex financial matters into plain language, so you're never left guessing.
Here’s how we help:
Tailored Wealth Management for Expats:
Our wealth management solutions are built around your goals—whether you're investing for growth, income, or future security.
✔ Want to save for your kids’ education in Canada while working in Dubai?
✔ Looking to grow your retirement fund without double taxation?
✔ Need a plan for your TFSA or RRSP now that you're living abroad?
We’ll guide you through every decision, combining global insight with deep knowledge of Canadian rules.e
Why Canadian Expats Work With Us
30+ years of financial planning experience across borders
Accredited in Canada; and Regulated in UAE (DFSA - DIFC)
Transparent, independent, conflict-free advice
Human-first, values-driven approach
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What is wealth management, and do I really need it?Wealth management isn’t just for the ultra-wealthy. It’s about putting a plan in place to grow, protect, and transfer what you have—whether that’s investments, income, property, or future goals. If you’re earning, saving, investing, or supporting family across borders, you’re already managing wealth. My role is to help you do it more efficiently, with fewer risks and more clarity.
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What should I expect in our first meeting?Our first conversation is relaxed and completely free of pressure. We’ll talk about where you are now, what you want to achieve, and what’s getting in the way. You don’t need to bring documents or have everything figured out—just come ready to talk openly. My goal is to understand your situation and see how I can genuinely help. If we’re a good fit, we’ll map out next steps together.
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How do I know if it’s the right time to speak to a financial planner?If you're asking that question, it's probably the right time. Some people reach out when they move abroad, change careers, start a family, receive an inheritance, or prepare for retirement. Others just feel like they’ve been “winging it” and want a clearer path forward. If something’s on your mind—financially—I’m here to listen.
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Can you help if I already have an advisor in Canada?Yes—many of my clients still have an advisor or accounts in Canada. My role is to complement that by helping you manage your finances as a non-resident, ensuring your planning is aligned across borders. I often work alongside Canadian advisors, tax professionals, and legal experts to make sure your global picture is coordinated and compliant.
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Do I need to have a certain income or investment level to work with you?No minimums here. What matters more is your mindset—if you're ready to take your financial life seriously, I’m happy to support you. Whether you're just starting to build wealth or looking to preserve and transfer it, we’ll create a plan that fits your life, not a preset threshold.
Our Clients Say
Get in Touch for Any Inquiries
Elixir Wealth
Liberty House, office 1004
DIFC Dubai, UAE
+971 58 123 2408