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Mohamed Hegazy, Financial Advisor

FINANCIAL ADVISOR
Mohamed S Hegazy

CIM®, CEPA®
7750 Ranchview Drive N.W., Unit 16, Calgary, AB T3G 1Y9opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth strategies
  • Business owner considerations
  • Retirement income strategies
  • Wealth protection strategies
  • Estate and legacy strategies
  • Intergenerational planning

About Mohamed

With over 15 years of global experience in the financial services, I am committed to helping business owners like you navigate your financial landscape with confidence. As a Financial Advisor, my goal is to tailor strategies that align seamlessly with both your personal, business and financial aspirations. I hold the Chartered Investment Manager (CIM®) and Certified Exit Planning Advisor (CEPA®) designations. In addition to my designations, I hold an MBA from the prestigious Cranfield School of Management in the UK.

How I help business owners:

1. Investment and portfolio review
With my Chartered Investment Manager (CIM®) designation, I am well-equipped to offer...

Personal Interests

  • Tennis
  • Hiking
  • Music
  • Traveling
  • Soccer

Team Members

  • Martha Garcia
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(403) 208-4987

Fax

(866) 462-8181

Office Address

7750 Ranchview Drive N.W.
Unit 16
Calgary, AB T3G 1Y9opens in a new window

More to explore

My priorities

What are your priorities?

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Setting your path

We use an established process to help you reach your goals.

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