First Calgary Financial
510-16 Ave. NE
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.