Mostafa El-Ashram
Laval,Canada
Summary
Dynamic financial planner with extensive experience at IG Wealth Management, adept at asset management and client relationship development. Successfully oversaw a $190 million portfolio, delivering tailored financial strategies and achieving significant client satisfaction. Proven ability in strategic financial planning and effective communication, driving growth and enhancing client wealth.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Financial Planner
IG Wealth Management
Montreal, Canada
01.2014 - Current
- Overseeing a portfolio of 350+ corporate and personal clients ($190 million) handling their financial needs including:
- - Asset, Wealth, Portfolio & Risk Management.
- - Retirement & Estate Planning.
- - Financial Analysis.
- - Build a Financial Plan Report for the client and give recommendation for their short & long goals.
- - Build short term and long-term balanced portfolio to customers' needs.
- - Insurance Planning (Group, life, disability, critical illness, Health & Dental, and long-term care).
- - Short term, Chequing, Saving, Credit cards.
- - Anti-money laundering & Anti-Terrorist financing.
- - Group insurance.
- - Mutual funds, GICs, RRSPs, RESPs, Registered Retirement Income Funds (RRIFs), Guaranteed investment Funds (GIFs), Segregated funds.
- - Private Equity.
- - Stocks, Bonds, Calls & Puts.
- - Tax Free Saving Accounts.
- - Annuities.
- - Tax advantaged funds.
- - Individual Pension plans.
- - Group retirement services.
- - Brokerage services through Investors Group Securities Inc.
Owner Operator
Second Cup
Montreal, Canada
01.1998 - 01.2013
- Company Overview: Owner operator of a family-owned business
- Managed, developed, and grew a family-owned business of a chain of 7 Second Cup franchises in QC. Duties included:
- - Spared headed the communication and negotiation with Second Cup corporate.
- - Arranged the funds to finance the growth of the business (from 1 to 7).
- - Managed the daily operational and financial matters (sales, procurement, inventory, staffing and cash).
- - Managed the selling of the business.
- Owner operator of a family-owned business
Education
MBA - Economics & International Business
European Institute of Leadership & Management
Dublin, Ireland06-2024
Canadian Securities Course -
Canadian Securities Institute
Montreal, QC01.2018
Anti-Money Laundering & Anti-Terrorist Financing -
Chambre De La Sécurité Financière
Montreal, QC01.2018
Bachelor of Commerce - Major in Finance
Concordia University
Montreal, QC, Canada01.2017
Certified Financial Planner -
Financial Planning Association
Montreal, QC01.2017
Personal Insurance -
Autorité Des Marchés Financiers
Montreal, QC01.2015
Skills
- Asset Management
- Wealth Management
- Estate Planning
- Financial and Cash Flow
- Income Tax and Investment
- Anti-money laundering (AML)
- Analysis
- Planning
- Financial planning
- Financial analysis
- Estate planning
- Tax planning
- Investment strategies
- Effective communication
- Client relationship management
- Market research
- Regulatory compliance
- Problem solving
- Asset allocation
- Investment consulting and planning
- Investment advising
- Referral management
- Cash flow management
- Strategic financial planning
- Investment planning
- Financial plan preparation
- Management
- Risk Management
- Insurance planning
- Retirement planning
- Portfolio Management
- Equity and ROI Improvement
- Seminars and Training
- Maximization (ROI)
- Teamwork orientation
- Financial software proficiency
- Client relationship development
- Account performance reviews
- Debt management
- Budgeting expertise
- Retirement needs
- Market trends monitoring
- Multitasking
- Decision-making
- Certified financial planner
- Project management
- Debt liquidation
- Adaptability
- Financial Software Use
- Planning for retirement
- Conflict resolution
- Communication management professional
- Analytical skills
- Investment opportunity identification
- Time management
- Investment guidance
- Strategic planning
- Financial products knowledge
- Long-term care planning
- Financial aid counseling
- Communication skills
- Negotiation skills
- Financial plan development
- Leadership qualities
- Sales acumen
- Certification in risk management assurance (CRMA)
- Certificate in investment performance measurement
- Teamwork
- Business development
- Financial reporting
- Risk management
- Risk assessment
- Certified financial planner (CFP)
- Registered financial planner
- Monthly financial statements
- Capital markets management
- Cash management strategies
- Customer complaint resolution
- Tax preparation
Certification
Canadian Investment Funds. 2013
Lifetime Income Benefit. 2016
Advanced Financial Planning CFP. 2017
AGF Investments Real Estate Financial Debate. 2017
Dynamic Funds’ Investments & advice. 2017
Canadian securities course. 2017
Advising Seniors- The demographic shift. 2019
Cyber security fundamentals - Mitigating the risk in your business. 2019
Anti-money laundering & Anti-Terrorist financing. 2019
Decisions made easier. Lives made better with Manulife Bank. 2019
Estate Bond. Maximizing estate value using tax-deferred insurance policy. 2019
The death of a taxpayer - What you and your clients should know. 2019
Embracing disruption in our industry. 2019
Ethics & Professional Conducts. 2019
Highlighting Guaranteed Investment Funds. 2020
Defined Benefit Plan: Pension Vs Transfer Analysis 2020
AMF Autorité des Marchés Financiers. 2021
Business Development Program one. 2022
Business Development Program Two. 2022
Foundations of Project Management. 2022
Project Planning: Putting It all Together. 2023
Project Initiation: Starting a Successful Project. 2023
Project Execution: Running the Project. 2023
Agile Project Management. 2023
Capstone: Applying Project Management in the Real World. 2023
Economics & Intrernational Business. 2024
Awards
Gold award of Excellent Personal Financial Plan at Investors Group. 2014
Platinum award of Excellent Personal Financial Plan at Investors Group. 2014
Consultant Referral recognition award at Investors Group. 2015
Platinum award in insurance planning in protecting client’s interests. 2016
Top Financial Planner award for 3 years with 98% for 2018, 2019, 2020 performance. 2020
Languages
- English, Fluent
- Arabic, Fluent
- French, Intermediate
Hobbies and Interests
- Soccer
- Swimming
- Basketball
- Painting
- Sculpture
- Reading
- Art
- Electronics
- Science
- Mathematics
- Theatre
References
Available upon request
Timeline
Financial Planner
IG Wealth Management
01.2014 - Current
Owner Operator
Second Cup
01.1998 - 01.2013
MBA - Economics & International Business
European Institute of Leadership & Management
Canadian Securities Course -
Canadian Securities Institute
Anti-Money Laundering & Anti-Terrorist Financing -
Chambre De La Sécurité Financière
Bachelor of Commerce - Major in Finance
Concordia University
Certified Financial Planner -
Financial Planning Association
Personal Insurance -
Autorité Des Marchés Financiers
Similar Profiles
Alexander GamboaAlexander Gamboa
Senior Compliance Specialist at IG Wealth ManagementSenior Compliance Specialist at IG Wealth Management
Jessica MunozJessica Munoz
Business Development Coordinator at IG Wealth ManagementBusiness Development Coordinator at IG Wealth Management
SAMANTHA NEUFELDSAMANTHA NEUFELD
Senior Manager Community Engagement at IG Wealth ManagementSenior Manager Community Engagement at IG Wealth Management
Shravani SondarkarShravani Sondarkar
Practice Manager at IG Wealth ManagementPractice Manager at IG Wealth Management
David MuresanDavid Muresan
Représentant Des Ventes at TelusReprésentant Des Ventes at Telus