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Magid Girgis

Certified Financial Planner®SafeBridge Financial Group (Carte Wealth Managment Inc.)Toronto, Ontario

I am a Certified Financial Planner with Safebridge Financial. Who am I? I am your financial coach. I help by filtering out the noise and distractions so you make the right decisions.

In life, we are bombarded with so many different choices and options. Making the right financial decisions can be difficult and at times complicated. I listen first, because it’s about you, your life and your relationships. I will collaborate with professionals to customize and implement tax-preferred financial planning and estate strategies for you, your family or your company.

Why choose me as your Financial Planner? I am a relationship builder. I believe in what I do and I enjoy doing it. I offer you the experience of over 30 professional years. I always bring four special tools; integrity, focus, commitment and adaptability.

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Estate Planning Insurance Planning Investment Planning Legacy & Philanthropic Planning Retirement Income Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Planner

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Ontario

Certification/Additional Courses ?

CFP® CHS™

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Mutual Fund Segregated Fund
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