"What's most important to you?" The ability to positively impact your life is my goal.
I take a personal approach to investing. I start by doing a financial assessment of your current situation by carefully listening to your particular goals, time horizon and comfort level with risk. I will then work with you to build a financial strategy that is tailored just for you.
I help medical professionals, engineers, business owners, investors and families develop and implement comprehensive financial strategies. Whether it's for retirement strategies, managed investments, education for your children and grand children or insurance and estate planning - I can help. I serve you in an unbiased fashion with the support of Edward Jones' strong team of home-office professionals including accountants, lawyers, certified financial planners and chartered financial analysts who will partner with you, your accountant and lawyer to address your unique situation.
I have completed the Corporate Credit course from HSBC and have over 15 years of financial services experience including investment banking, corporate banking and private investments. I hold my Canadian IIROC financial advisor registration and my Life Insurance Agent license.
I am happy to mentor Canadian newcomers through Directions for Immigrants. I am an International Volunteer for my UK Cranfield University bringing the Cranfield Community in Alberta together.
I am interested in arts, playing guitar, drawing, reading philosophy, investment and self-development books. I like the renaissance architecture, Egyptian history, European and Asian cultures. I walk in Calgary's parks like Prince's Island and Fish Creek. I am a tennis player and been to Wimbledon and Roland Garros (spectator). I also enjoy soccer, basketball and hockey
I can serve you in English, French and speak with you in Arabic.
- Wealth Strategies
- Business Owner Considerations
- Retirement Income Strategies
- Wealth Protection Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
My Personal Interests
Phone NumberMohamed S Hegazy at (403) 208-4987
More to explore
Find your financial starting point
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What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Setting your path
We use an established process to help you reach your goals.Learn More