Rafi Mohammed, (RIAC)

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Investment Specialist
First Calgary Financial

510-16 Ave. NE
Calgary, Alberta
T2E 1K4

 

Tel: 403.807.1471
Email | Website  

Rafi Mohammed is an Investment Specialist with First Calgary Financial, Calgary AB. He has been in the industry for more than 10 years in various roles such as Portfolio Manager, Insurance Advisor and Financial Planner. Rafi is a firm believer of long investment growth and this can be achieved through sustainable investment strategies. In the past Rafi has helped various foundations, charitable and religious organizations to invest in more sustainable and socially responsible asset classes which are very much aligned to their core values and principles.

Over the years, he has also helped a wide range of families, individuals and businesses create long-term solutions to generate and preserve wealth. Rafi is keen in addressing individuals’ specific life stage goals with a holistic planning approach. His planning specialties include working with business owners, and with individuals on retirement planning and estate preservation strategies. His previous work in investment management and as an insurance advisor has given him a pragmatic approach to helping people wisely invest their hard-earned money through various tax efficient strategies and protect their wealth & families.

Rafi is a Chartered Investment Manager (CIM®), Personal Financial Planner® (PFP) , Certified Responsible Investment Advisor (RIAC)and also holds a Bachelor of Technology (Engineering) Degree. His passions include business planning, tax planning, retirement planning & investment planning. Outside of work he enjoy the outdoors including hiking, outing and canoeing.



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AGF
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OceanRock
CIBC

RBC GAM
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Associate Members

Mackenzie Investments
HSBC
HighView Financial Group
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Russell Investments
TD Bank Group
Franklin Templeton
Leede Jones Gable Inc.
Jarislowsky Fraser
The CUMIS Group
The Co-operators
Connor, Clark & Lunn Private Capital
CIBC Wood Gundy
Vigeo Eiris
BMO Global Asset Management
Aequitas NEO Exchange Inc.
ISS
Fiera Capital
Encasa Financial
Bullion Management Group Inc.
SHARE
Global Alpha Capital Management
Genus
Oikocredit
Vancity Credit Union
Servus Credit Union
MSCI
Groupe Investissement Responsable
Guardian Ethical Management
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ClearBridge Investments
La Caisse d’économie solidaire Desjardins
Bloomberg
Assiniboine Credit Union
Amundi Asset Management
Alterna Savings
Kindred Credit Union
Phillips, Hager & North Investment Management
IA Clarington Investments

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Evolve Funds
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Starboard Wealth Planners
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