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Muizz Saleh

AssociateRichardson WealthMississauga, Ontario

My team and I work with a select group of high-income professionals and their families to deliver comprehensive, holistic financial planning.

The needs of our personal and corporate clients extend to asset management, cash flow optimization, risk mitigation and legacy planning. Because investments are a matter of opinion, while taxes are a matter of fact, strategies and recommendations focus on how to maximize your after-tax returns during both the accumulation and distribution stages of life.

We develop a personalized, written plan for each client, and works closely with their other professionals to ensure everyone is on the same page, and clients are not left with the responsibility of implementation.

Our clients are typically incorporated medical professionals and business owners with an annual household income of at least $250,000.

This user account status is Approved

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

Business Owners Executive Compensation Benefits Estate Planning Family Business Planning Insurance Planning Investment Planning Retirement Income Planning Tax Planning

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

Financial Planner Investment Advisor

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

English Malay

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

Alberta British Columbia Ontario Quebec

Certification/Additional Courses ?

CFP® RRC

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

Exchange Traded Fund (ETF) Mutual Fund Security Stock Private Equity
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