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Estate Planning With Bassem Fawzy
Strategic Estate Planning for Peace of Mind.
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
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Estate Planning
Ensure your legacy is protected with a personalized estate plan that secures your assets and provides peace of mind for your loved ones.
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Saving Plans
Achieve your financial goals with tailored saving strategies designed to grow your wealth and prepare you for a secure future.
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Investment Planning
Build a strong financial future with strategic investment solutions aligned with your goals, risk tolerance, and timeline.
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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
Licensed in Canada and the UAE (DFSA – DIFC)
Transparent, independent, conflict-free advice
Human-first, values-driven approach
Our Clients Say
"Testimonials provide a sense of what it's like to work with you, or what it's like to use your products and services."
Robert Rose, Product Designer
Get in Touch for Any Inquiries
Elixir Wealth Liberty House, office 1004 DIFC Dubai, UAE
+971 58 123 2408