
About Bassem
Cross-Border Financial Planning for Canadians Abroad — With You at Every Stage
As a Canadian expat myself, I understand the challenges that come with managing finances across borders. I help fellow Canadians living in the UAE and Gulf region make confident, tax-efficient financial decisions—so they can focus on building a secure future for themselves and their families.
With over 30 years of experience in financial planning, I specialize in simplifying the complexities of international wealth management. Whether you're planning your retirement, saving for your children’s education, ensuring your family is protected, navigating cross-border tax issues, or investing globally, I’m here to provide clarity and support every step of the way.
My Background
I’m a Canadian-qualified Financial Planner, a legal professional, and a Fellow of both the Canadian Securities Institute and the Canadian Banking Institute. I currently serve as Vice President – MENA at Elixir Wealth Private – DIFC (Regulated by DFSA), where I support Canadian expats across the MENA region with cross-border planning and international investment strategies.
Before relocating to Dubai, I spent decades advising clients at RBC and BMO in Canada. My approach is personal and tailored. I take the time to understand your goals, your lifestyle, and your financial priorities—on both sides of the world.
How I Help
Your financial plan should be more than numbers—it should be your personal road map.
I provide one-on-one advice tailored to your goals, lifestyle, and long-term vision. Together, we build a plan that guides you through key decisions and keeps you on track as life evolves.
My support includes:
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Cross-border retirement & estate planning
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Investment portfolio design and offshore structuring
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Canadian tax planning for non-residents
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Trusts, insurance, and family protection
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Education and legacy planning
Why Work With Me
This isn’t just a job—it’s a commitment. I work closely with a network of legal and tax professionals to make sure your plan is not only effective, but fully compliant. My goal is to give you peace of mind, knowing that your wealth is managed with care, experience, and insight.