Our Team

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ISHRAT KIANI, , CLU, RHU
President & CEO

Mr. Ishrat Kiani is a seasoned professional holding the designations of CERTIFIED FINANCIAL PLANNER professional, CHARTERED LIFE UNDERWRITER (CLU) AND REGISTERED HEALTH UNDERWRITER (RHU). With in-depth knowledge and experience in financial industry, Mr. Kiani has unique solutions for all of his clients’ goals and objectives. He has expertise in Financial Planning, Estate Planning, Tax Planning, Education Planning, Wealth Management, Business and Succession Planning, Risk Analysis and Insurance. As a Certified Financial Planner, Kiani has proven and successful strategies to help his clients in eliminating debts, optimizing tax benefits, accumulating and protecting wealth for families.

He offers services as Mutual Fund Dealing Representative and Branch Manager through " GLOBAL MAXFIN INVESTMENTS INC. ", a mutual fund dealer company. He is a member of the Financial Planning Standards Council (FPSC) and Advocis.

Mr. Kiani has a Master of Philosophy (M. Phil) degree in Numerical Analysis. He was a professor and had been teaching various courses of Mathematics to Engineering and Business administration students at graduate and undergraduate level. His background in education enables him to conduct educational seminars in the area of financial services. He is a fabulous speaker and regularly holds the seminars for advisors and clients on latest financial topics. 


AUSIM MOBEENCLU, RHU
Sr. Financial Advisor

Mr. Ausim Mobeen offers financial expertise – as a Certified Financial Planner™, CHARTERED LIFE UNDERWRITER and REGISTERED HEALTH UNDERWRITER - he is uniquely qualified to satisfy the investment needs of high net worth individuals and Business Owners. Mr. Mobeen provides his clients with a wide range of financial products and services with a focus on protection, lifestyle, retirement and legacy planning. He has a proven ability to make wealth management and financial planning an easy and achievable task.

In addition to his work with his own clients, Mr. Mobeen is often called upon by senior advisors and other professionals to assist in the design and construction of financial security plans with their clients. His work with clients and advisors has given him a unique insight, perspective and understanding of the financial planning process. He is passionate about listening and understanding before prescribing solutions. He is also an old hand in leading, training and coaching various professionals.

He offers services as Mutual Fund Dealing Representative and alternate Branch Manager through " GLOBAL MAXFIN INVESTMENTS INC. ", a mutual fund dealer company. To Keep current with industry trends, Mr. Mobeen maintains memberships with Advocis, chartered life institute, and Financial Planner Standards Council. Over the years Mr. Mobeen has acquired outstanding expertise in several areas including but not limited to Budgeting, Asset & Portfolio Management, Investment & Retirement Planning, Debt Elimination, Wealth protection & accumulation for families , Tax Optimization , Group plans, and Individual Pension Plans.

Mr.Mobeen has a Bachelor in Engineering degree and post graduation diploma from University of Toronto. He is actively involved in Community work and is volunteering for various not-for-profit organizations. One of his goals is to build a model school for orphan and needy kids in South Asia. Currently he is funding 20 Education Scholarships for college students.

 

MASOOD SHEIKH, M.B.A 
Sr. Financial Advisor

Having a strong background in Business Management and Consulting, Mr. Masood Sheikh works closely with his clients by understanding their true financial needs and objectives and provides an optimal solution to meet those needs. He is specialized in selecting low cost high return investments with diversity to get best possible return on the investment. His expertise in the area of long term Financial, Investment and Tax planning are very well acclaimed by his clients and peers.

He is also providing services as Mutual Fund Dealing Representative at "GLOBAL MAXFIN INVESTMENTS INC." He is licensed in Life, critical illness, disability, accident and health insurances.

 

NADEEM AKBAR
Financial Advisor

Mr. Nadeem Akbar is offering services in the areas of life, critical illness, disability, and health insurance. He enjoys working with young to middle age families and puts his efforts in growing and protecting their wealth. He has very pleasant, enthusiastic and outgoing personality which is greatly appreciated by his clients and colleagues.

He is also providing services as Mutual Fund Dealing Representative at "GLOBAL MAXFIN INVESTMENTS INC."

 

 

IQTIDAR RAHEEM
Financial Advisor

Mr. Iqtidar Raheem is qualified to offer services in the areas of life, critical illness, disability, and health insurance through the firm. He works closely with his clients to ensure their unique financial needs are well understood and taken care of efficiently. He frequently communicates with clients, custodians and vendors to ensure client interests are well served.

He is also providing services as Mutual Fund Dealing Representative at "GLOBAL MAXFIN INVESTMENTS INC."

Mr. Raheem is a member of Advocis (The Financial Advisors Association of Canada).

 

SHAHZAD VIRK
Financial Advisor

Mr. Shahzad Virk is licensed to offer his clients life, critical illness, disability, and health insurance and Segregated funds. Having a vast experience in Financial Industry, he ensures his clients’ financial goals and objectives are well defined and understood and taken care of efficiently with viable unique solutions. He is quite active in retirement and education planning for his clients. He remains in touch with his clients to ensure client interests are well served. He holds master degree in Mathematics.

 

  

CHARANJIV  VIRDI
Financial Advisor


Mr. Virdi is highly appreciated by his clients and peers for his work ethics, dedication and loyalty to the profession. He is licensed to offer life, critical illness, accident and health insurance. He puts his emphasis on insurance planning. He works closely with the principal of the firm to develop tailored financial plans designed to fit the specific needs of each of his client. He holds Master of Engineering degree.

 

 

NAJMI MUHAMMAD
Financial Advisor

Mr. Najmi Muhammad is serving his clients in different fields of Financial Services for years. He is qualified to offer life, critical illness, disability, and health insurance and investments. Having a vast experience in Financial Industry, he ensures his clients’ financial wellbeing is well served. He is a professional accountant with designation of CGA and CPA. He is also providing services as Mutual Fund Dealing Representative at "GLOBAL MAXFIN INVESTMENTS INC."


 

OLASUMBO BABADELE
Financial Advisor

Mrs. Olasumbo Babadele is actively helping her clients in their financial needs. Before immigrating to Canada she was an Associate of the Institute of Chartered Accountants of Nigeria, where she practiced as a seasoned professional accountant. She recently joined Guardian Insurance & Financial as a Financial Advisor.  Her areas of emphasis are insurance planning, RRSP and RESP. Having in depth knowledge of Financial industry and accounting with proactive approach, she enjoys a satisfied client base.

 

 

 AIMEN SHAHZAD
Financial Advisor
Ms Aimen Shahzad is a young and highly dedicated Financial Advisor. She is helping young generation and families deal with various personal financial issues through proper Life and Financial Planning emphasising mainly on Investments and Insurance. Her pleasant personality and hardworking nature is highly admired by her clients and colleagues. Along with her role as Financial Advisor, she is also looking after the administrative affairs at the firm. Her strong educational background in Business and Finance and her helping nature is helping her a lot to excel her career in Financial Services Industry.

 

 

 

 

 

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