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Omar Hafez

Portfolio ManagerInvestment AdvisorCertified Retirement Specialist

  • CFP®
  • CIM®

Sound investment advice built to help weather all market conditions

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Omar believes that the cornerstone of wealth planning is recognizing that everyone’s financial life and personal situation is unique. He collaborates closely with clients to ensure they receive advice tailored specifically to their needs. This is why he views the discovery process as a vital step – getting to know people, their families or the structure of a corporation or foundation is key to truly understanding the scope of their goals.

Omar holds the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations. He is also a Certified Retirement Specialist.

He believes in a comprehensive model that covers the many different aspects of your financial life, from your investment portfolio to your retirement income and you’re your estate plan to your kids’ education. Omar believes in the value of sound investment advice and his professional life is embodied by the long‑ term client relationships he’s built based on trust and communication.

Omar is an avid runner and has competed in several marathons over the years. He is driven by the discipline the sport requires and the spirit of the races he regularly competes in. Recognizing the power of competition and the importance of giving back, he has also run as a guide runner for visually impaired runners in the city.

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ADDITIONAL CONTACT

Toll Free: (800) 563-5095
Fax: (416) 307-6680
Branch Office: (416) 307-6672
Branch Fax: (416) 307-6680

 

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

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