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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.
So 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.

- Mutual funds provided through Carte Wealth Management Inc.
- Life/Health insurance and Segregated Funds provided through Qualified Financial Services Inc.
- Owner/Director of Magid Girgis Financial Services Inc. (Sept 2018)
- Member of the Canadian Association of Gift Planners

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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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