Ash Sharifaie is dedicated to providing superior wealth management. As he cannot control the volatility of the financial markets, through a disciplined approach to portfolio management and appropriate asset allocation, which is reviewed and re-balanced periodically, he endeavors to meet this goal. He will provide a clear roadmap for your future by addressing various aspects of your financial situation during the different stages of your life.
He believes that his clients see value in having a trusted wealth management professional overseeing their investments and assisting them in achieving their financial goals. While each client and their goals are unique, in general terms they share an interest in achieving consistent, long-term results and a focus on preserving capital. Their investment portfolios may range but their lifestyles generally fall in three broad categories;
Individuals requiring a steady income stream, protection against inflation and assistance with estate planning issues.
2. Those planning for retirement
He can provide cash flow projections and strategies on minimizing taxes while planning for retirement. He also supports his clients with the soft issues involved in life and business transition planning.
3. Business Owners and Senior Executives
Many individuals in this group are just too busy to dedicate the time required to manage their own investment portfolios. His goal, with his disciplined approach, is to help ensure that his client's investments are properly diversified and growing while they dedicate their energies to their business.
Ash received his B.Sc.(Hons) from Durham University in the UK. He holds the following public designations: Chartered Investment Manager and the Certified International Wealth Manager, which is the highest designation for an integrated wealth management planning from the Canadian Securities Institute. Ash actively supports many charitable organizations including HIV/AIDS organizations, breast cancer and leukemia focused charities. He has organized many events over the years that have generated awareness and donations for the charities.