Ibrahim Kaba

As Financial planner I support you in achieving your financial goals. I offer a mix of services that may include:

• Creating budgets for your big purchases.
• Helping you grow your wealth by investing in products that suit your needs and risk tolerance.
• Minimizing your taxes with tax planning.
• Planning for your retirement by taking advantage of various savings and investment accounts.
• Setting up your legacy by creating an estate plan.

As scotia financial Planner and Investment Specialist, I draw on my years of investment and financial planning experience to help you feel more confident in your financial future. Using a disciplined approach, I can provide you with the following valuable advice:

• Assess your current financial situation and goals
• Implement tax deferral strategies
• Create Customized financial Plan
• Recommend suitable investments
• Track your progress and refine your plan as necessary
• Plan for your retirement income

• Reach out to current Core banking clients and prospects identified as having outside investment asset opportunities
• Conduct initial client and prospect meetings, leveraging a unique client discovery process to understand client goals and priorities
• Confirm consolidation opportunities and provide referral opportunities to ensure that clients are in the most appropriate advice offering for their needs
• Work with different partners and lead the plan discussion, complete 'know your client' as part of the account open process, provide specific investment advice, close the sale, and deposit funds

• Assisted high net worth clients exclusively and worked cooperatively with financial planners
• Processed client trades for stocks, options, mutual funds, fixed income, and FX
• Margin calls, option assignments, and concentrations
• Achieved consistently quarterly sales targets
• Worked cooperatively with the inside sales team/partners to maximize sales for the firm
• Trained new employees by teaching classes, preparing quizzes, and mentoring
• Assists 'Trade Management Desk' in manual review of securities trades

• Processed client trades for mutual funds, fixed-income, and FX
• Margin calls and concentrations
• Achieved consistently quarterly sales targets