.png){kind=small}
If you're looking for an experienced multi discipled, multi jurisdictions, International Wealth Manager who can help you achieve your financial goals, please feel free to connect with me.
About Bassem Fawzy, LL.B, FICB, FCSI
As a Senior International Wealth Manager, I have over 20 years of experience in providing comprehensive financial planning and investment management services to high net worth clients. My expertise lies in developing customized investment strategies that align with clients' financial goals and risk tolerance. I have a proven track record of delivering exceptional results by leveraging my knowledge of global markets and regulatory frameworks.
My approach to wealth management is client-centric, where I prioritize building long-term relationships based on trust and transparency. I am adept at managing complex portfolios, including alternative investments. My experience in working with clients from diverse cultural backgrounds has honed my ability to communicate effectively and build rapport.
My Accreditations:
• LL.B. Law Degree from Ain Shams University
• PFP - Certified Canadian Financial Planner, from Canadian Securities Institute.
• Fellow of the Institute of Canadian Bankers
• Fellow of the Canadian Securities Institute.
• Registered with MFDA (Mutual Funds Dealer Association)- Regulatory body in Canada
Areas of Specialization
-
Investment Management
-
Alternative Investments
-
Retirement Savings
-
Retirement Income Planning
-
Estate Planning
-
Estate Tax Planning
Our Client-Centric Approach
At Bassem Fawzy Wealth Management, our mission is to provide exceptional financial guidance and support to our clients. We are dedicated to building long-lasting relationships based on trust, transparency, and a deep understanding of our clients' unique financial needs. Our approach involves creating customized financial plans and investment strategies tailored to each client's specific goals and aspirations.