Shabbir Safri CIM

Chartered Investment Manager at Safri Financial
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Contact Information
us****@****om
(386) 825-5501
Location
CA
Languages
  • English Full professional proficiency
  • Gujarati Full professional proficiency
  • Hindi Full professional proficiency
  • Arabic Limited working proficiency
  • Urdu Limited working proficiency
Skills

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Credentials

  • Certificate in Advanced Investment Advice
    Canadian Securities Institute (CSI)
    Jul, 2015
    - Sep, 2024
  • CIM (Chartered Investment Manager)
    Canadian Securities Institute, Moody's Analytics Training & Certification Services
    Sep, 2013
    - Sep, 2024
  • Mutual Funds
    MFDA
    Sep, 2009
    - Sep, 2024
  • LLQP
    Financial Services Commission of Ontario (FSCO)
    May, 2009
    - Sep, 2024
  • Exempt Market
    EMDA

Experience

  • Safri Financial
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Chartered Investment Manager
      • Apr 2008 - Present

      ● Communicates with clients to determine their income, insurance coverage, financial objectives, tax status, risk tolerance, and other information needed to develop a financial plan. ● Answers client questions about financial plans and strategies and offers financial advice. ● Advises and develops strategies for clients in the critical areas of insurance coverage, investment planning, cash management and other areas to help them reach financial objectives. ● Reviews client accounts and plans on a regular basis to understand if life/economic changes, situational concerns, and financial performance necessitate changes in their plans. ● Analyzes financial data received from clients to develop strategies for meeting clients' financial goals. ● Interprets financial document summaries, investment performance reports and income projections for clients. ● Contacts clients regularly to discover changes in their financial status, thereby building and maintaining the client base.

  • Sun Life Financial
    • Canada
    • Investment Banking
    • Financial Advisor
      • Apr 2008 - May 2009

      ● Provided financial planning education to clients and prospective clients, while developing and maintaining long-term relationships with clients. ● Built and grew the client base through prospecting and referrals; communicated with clients and colleagues in a timely and professional manner. ● Participated in monthly individual and team coaching conversations, while working within a team for coordinated effort and efficiency. ● Provided financial planning education to clients and prospective clients, while developing and maintaining long-term relationships with clients. ● Built and grew the client base through prospecting and referrals; communicated with clients and colleagues in a timely and professional manner. ● Participated in monthly individual and team coaching conversations, while working within a team for coordinated effort and efficiency.

Education

  • Canadian Securities Institute
    CIM, Investments and Securities
    2011 - 2013
  • Gujarat University
    B Sc
    1979 - 1979

Community

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