CreateWealth Planning - Iftikhar Mahmood CFP®

CreateWealth Planning - Iftikhar Mahmood CFP® At CreateWealth Planning, Comprehensive Financial Planning is not just a concept, but also an innovative way we help our clients navigate all stages of their lives. It is about us understanding you and your targets, wants, motivations, aspirations, and dreams for the future. It all comes down to the idea that money can help you create the life you want. After I got my Economics degree from the University of Toronto, I spent 10 years in corporate finance. I realized that I wanted to help individuals, not companies, achieve their financial objectives after a while. This made me to quit my job with a mutual fund dealer. Here, I learned the process and completed my CFP certification. I became insurance licensed, then finished an exempt market proficiency course that helped me offer my clients private equity services. I have been in the financial services industry for over 20 years. The primary goal I have for my business is to address problems for my clients. Their goals are at the center of every decision and I ensure that we communicate those objectives together. It is not easy to stay active when you have a full practice and three children. At least three times a week, I work out. Maryam, my wife of 25 years, is the mother of Sulaiman Bilal, Mustafa, and Bilal.

Iftikhar, the financial planner, is adept at personal interaction and professional competence. His clients commend his composure, knowledgeable approach to investments and strategic planning. He advocates for sustained connection and educates his clients about economic issues. He is not only a consultant but also a life coach which at all times makes me feel that he is doing this work to primarily make sure that I am able to live the life that I want. He reciprocates trust through transparency in situations that do not go as planned, which strengthens the relationship. Client and family crises are a testament to Iftikhar’s compassion and long-term commitments. Many clients concur with these qualities, stating that Iftikhar goes above and beyond to ensure that his clients’ needs are met. His proven professionalism and exceptional emotional intelligence stand out in an industry teeming with uncertainty, and his reviews are always positive. Iftikhar comes highly recommended as a trusted financial planner working with him.