Imran Syed and his team have received much positive feedback from those they have worked with as well as their clients. Take a look at our client success stories and what our clients say about us.
Retirement Planning
David is a 45 year-old business owner, and Tara, 41, works at a small consulting firm. They are unsure of how they are doing and want to get on track for their retirement goals. Find out what worked for them >
Financial Simplification
Megan’s father just passed away and her mother is now overwhelmed trying to keep a handle on all the investments. She worries that she will not have enough money to meet daily cash flow needs and that she might forget about an investment and allow the GIC holdings to renew at their current low rates. Megan wants to simplify her financial life have one consolidated portfolio, reduced advisory fees, and to receieve honest, impartial, expert advise. Find out what worked for them >
Portfolio Review
Bruce is a 48 year old executive Taylor 44, is a lawyer with a large downtown firm. Bruce earns $150,000 and Lenora earns $250,000 per year. They have two children. They are looking to simplify their financial complexity, get independent, holistic advice, and get a better handle on how they are doing. Find out what worked for them >
Testimonials
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Imran is a fantastic advisor. With over 23 years of experience I completely trust his expertise and have seen tremendous results. I would highly recommend him to anyone looking for a qualified, independent, fee based wealth manager.
Jan Dorrell - hired Imran as a Financial Advisor in 2003
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I have had the pleasure of dealing with Mr. Imran Syed for over 20 years. He is a true professional who continues to deliver results and demonstrate his integrity through a transparent, honest and detailed approach. If you are looking for sound financial planning based on a proven track record I highly recommend Imran and his team of professionals.
James B. Robinson - hired Imran as a Financial Advisor in 1989
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I have worked with Imran on a number of occasions over the past years. In our dealings, I have always found him to be a knowledgeable, unbiased, independent fee based planner who is doing the right thing for his clients.
Dave Paterson - President, D.A Paterson & Associates Inc.
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I have known Imran Syed for almost 15 years. In my capacity as a Senior Consultant with Standard Life, we have worked together on numerous client situations as well as group presentations. It is my professional contact with him over these years that makes him an easy person to recommend. Imran has several attributes that make him a very competent advisor. Firstly, his focus is on implementing sound financial strategies and plans for his clients. These plans integrate financial, investment, tax and estate planning. I have seen first-hand how he structures client portfolios in line with their needs and objectives. In addition, Imran has been very committed to his own professional development, focusing on achieving designations such as the CFP. It is nice to see a successful advisor who demonstrates that it is critical to always be improving your own skill set, be that in estate planning, portfolio construction or the operation of a successful financial services practices.
Alex Goldmaker, CFA CFP CIM FMA - Senior Consultant, Investment Products, Standard Life (business partner)
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