Alim has been our Financial Advisor for many years. He has taken a keen interest in getting to know us not only as his clients, but also on a more personal level. His calm and helpful demeanor has made us feel very comfortable with him which has gone a long way in building a professional and trustworthy relationship. He goes beyond the call of duty and is always there to assist with any financial matters that may arise. Whether it be retirement planning, tax planning or investment strategies, Alim has helped us very successfully. Our experiences will Alim have always been extremely positive. He is reliable, responsive and always available. He has immense industry knowledge and is able to bring important terms and concepts to our level of understanding. We highly recommend Alim for all your financial management needs.

— Nasim & Noorali Mohan Burnaby

Alim has been my financial advisor for Seven years. He is friendly and approachable, and shows a genuine interest in my personal and financial success. Alim consistently follows up on issues in a timely manner. He is up-to-date on the performance of my investments, and makes suggestions when needed. Alim always gives me options and I never feel pressured to purchase a certain product. I trust Alim in managing my personal finances, as well as my tax return.

— Sophia Sauter, Registered Physiotherapist Campbell River

Alim is an approachable and a thorough professional, who puts his clients’ life and finances in perspective. Not only did he save me money, but he also helped me to direct my finances in areas that were consistent with my professional and personal goals. As an occupational therapist, my background is with looking at my clients in a holistic and multidimensional way; Alim is very much the same kind of financial planner. I would recommend his services to anyone who needs complex financial planning to be offered in a thoughtful, comprehensive and simplified fashion.

— Helene Theriault, Occupational Therapist

Alim was recommended to me because of his knowledge of the issues concerning self employed professionals. His warm demeanor made me comfortable from the very moment that I met him. However, it was his ability and willingness to explain financial products to me and his up to date knowledge that continues to make me feel comfortable with investing my money and my future with him. I have recommended his services to all my friends and will continue to do so.

— Andrea Yeung-Meadows, RMT

Since our family began working with Alim over a year ago, we have made significant changes in the way we think about our finances. For the first time, we are acutally planning our future! This change will enable us to spend a month in Europe without going into debt – this is just one example of how Alim’s leadership has changed our financial future for the better.

— Rebecca B Tunnacliffe, MA
Bowen Island