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Shahin Safaei

Investment AdvisorCertified Retirement Specialist

  • CIM®
  • MBA

"Committed to understanding your needs and helping you achieve your vision of success"

As an Investment Advisor, it is my duty to ensure world class, unprecedented service to every client.


With over 14 years of experience interacting with diverse individuals, I have an
ability to identify the needs and requirements of each client in a timely fashion, always striving to provide exceptional service. I pride myself on being a proactive person, ensuring that I exceed the expectations of my clients while providing sound, custom-tailored advice.
 
With an undergraduate degree in Economics, and a Masters in Business Administration, focusing on global banking and finance, I have the capacity to understand and articulate complex financial information simply and accurately. I have a firm grasp of micro and macro issues, enabling me to better advise my clients based on current economic conditions.
 
For me, giving advice is a way of life and not just a career. I put the interests of my clients first and foremost, and I focus on creating a strong relationship with the client in order to better serve them. I conduct my activities in an honest and transparent way.
 
 

ADDITIONAL CONTACT

Toll Free: (877) 974-1417
Fax: (905) 474-3783
Branch Office: (905) 474-5818
Branch Fax: (905) 474-3783

LANGUAGES

Farsi

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.

PIMCO Investment Outlook Sept 2013

MoneyTalk Investing

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MoneyTalk Life

Life: your family, money, job, home -- we help you connect the dots.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - Special Autumn Edition

Markets, are akin to biological systems. They have good and bad days, they learn, they adapt … and sometimes they get a bit sick.

Money Talk Life - The wealth you'll share

In the years to come, trillions of dollars will move from one generation to the next. Are you confident your family and loved ones will receive the assets you intend for them?

Do you know someone who would benefit from my services?