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Rafi Mohammed

Wealth Advisor & Financial Planner
RBC Wealth management

popup medal icon RIA: Certified
https://ca.rbcwealthmanagement.com/rafi.mohammed/meet-the-team
600 Crowfoot Crescent NW Suite 410, Calgary, AB T3G 0B4
4036188235

Certifications in RI:

Responsible Investment Advisor Certification (RIAC)

Financial Planning- Retirement planning, tax planning, estate planning, risk management, investment planning, business owner planning,fee based accounts

Services Offered in RI
  • Investment management
  • Succession planning
  • Charitable giving
  • Small business planning
  • Financial planning
  • Will & Estate planning
  • Insurance & risk planning
  • Taxation planning
Minimum Account Size

$250,000+

Investor Type Dealt With

Individual

Institutional

Type of License

IIROC

Provinces Licensed In
  • Alberta