Hussein Al Husseini

Canadian professional and entrepreneur with 10 years of experience working in Canada's top 6 financial institutions and insurance companies, with a passion to advise and work with my clients that is growing still !
I take pride in building a solid foundation that takes my clients to the financial future they see for them selves and their businesses, and especially in how we work to build on that foundation to deliver on the goals and dreams we set out to achieve.

Specialization

I create unique personalized financial plans for my high-net-worth personal and commercial clients that includes :

• Investment portfolio management - maintenance, growth, portfolio modeling/projections, and risk.
• Income and balance sheet analysis - Financing solutions: build consolidation options to stabilize and improve cash fluidity.
• Project management
• Net worth assessment
• Retirement, tax, and estate planning
• Credit rating review and analysis
• Credit Application building and submitting (loans, line of credits, mortgages, financing)
• Insurance Risk analysis
• Liability analysis - 97% success rate

Process

I design an efficient, repeatable process based on yearly goals; I break down these goals into achievable weekly targets. It is a numbers game, I believe in doing the work and trusting the process, and in 10 years in the business, I have never failed to hit my set goals following this method:

• Perform a weekly/monthly qualitative and quantitative review of my client portfolios based on ongoing touch points to maintain excellent performance standards.
• Conduct financial and real estate market analysis to provide trusted projections and ROI evaluations to my clients.
• Proactively manage my clients' portfolios based on my analysis of the markets to stay ahead of the market's cyclical nature.
• Act as a one-stop shop and main point of contact for my clients to streamline the process and liaison between departments and regions depending on the need.
• Work closely with my business partners to provide a team of support and elevate the client's experience. As such, the client always feels like they are working with a team of professionals rather than just one expert.
• I do in-person networking: events, seminars, and webinars to prospect, update and educate my clients.
• Networking: I provide a red-carpet experience for my clients that aims to build long-term relationships and leverage those relationships to drive referrals to grow the book of business.
• My process has allowed for a client retention rate of 96%.

• CFP - Candidate
• CMA
• LLQP
• Certificate Financial Advice
• IFC - Investment Funds Canada

Family

Running soccer and basketball leagues