CreateWealth Planning - Iftikhar Mahmood CFP®
4.4/5
★
based on 8 reviews
Contact CreateWealth Planning - Iftikhar Mahmood CFP®
| Address : | 625 Cochrane Dr Suite# 610, Markham, ON L3R 9R9, Canada |
| Phone : | 📞 +888 |
| Website : | http://www.createwealth.ca/ |
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| City : | R |
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Jason Mowat on Google
★ ★ ★ ★ ★ Be very wary of this man. We worked with him for many years, and I believed him to be trustworthy. He got us involved with some very questionable schemes involving "tax deductible mortgages", which we clearly did not understand, and never should have been involved in. 12 years after starting this plan, our debts are no better off than when we started. 12 years of paying monthly mortgage payments for nothing. This scheme has lost us over $150,000, and we are still trying to unravel it to this day. Three years ago we got an email from him saying he couldn't be our advisor anymore. An email! After 13 years. No explanation, and leaving us holding the bag on this scheme, trying to understand it, and explain it to others who might be able to help. There's reasons he left the mutual fund industry.
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Maryam Salaam on Google
★ ★ ★ ★ ★ Iftikhar is very professional and has extensive knowledge with investments. He understands what my financial needs are and we work together to meet those goals. Whenever I have a concern or question about by investments or about the financial state/present economy and how it affects my plan for my retirement, he answers promptly. If he doesn't know the exact answer at the time, he will investigate and responds in a timely manner. He is very through and looks at my financial portfolio in a holistic manner. He emphasizes the importance of maintaining my financial future by also being prepared i.e. wills, power of attorneys, insurance etc. I would highly recommend Iftikhar to my family and friends.
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Darren Knowler on Google
★ ★ ★ ★ ★ I have been a client of Iftikhar since 2008! It was a serendipitous connection right from the start, as he was assigned to us due to our former advisor being “let go” because of some questionable activities. Nonetheless, Iftikhar and my partner and I hit it off and he has been out portfolio manager ever since.
He gets us, which is important in the financial advice space, because we need direction, and he is there for us!
The differentiator with Iftikhar is his friendly and trusting demeanor. He is not perfect (and will transparently call it out), and that is important, because like any relationship, there are ebbs and flows. This is where the trust part comes to play.
He builds on his subject matter expertise, with continual financial education development, to give us “peace of mind” that our hard earned dollars are truly working for our retirement plan. I look forward to many more years Iftikhar and will continue to recommend you to friends and colleagues!
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Anita Ghosh on Google
★ ★ ★ ★ ★ I first began working with Iftikhar during a very stressful time in my life when my Mother was diagnosed with terminal cancer and I was facing all of the sorrow of her death and all of the financial impacts of managing her estate while getting myself financially organized.
Iftikhar leaned in and went above and beyond to support my financial needs and goals, and he did this with incredible compassion, patience, excellence and his own style of determined commitment to helping me that has created trust and given me a deep sense of ease and peace. I know that he is looking out for my best interest and that he is willing to do whatever it takes to help me to achieve my financial best.
Iftikhar wears many hats when working with me as a client - he is an expert portfolio manager, a teacher, an encourager, a risk advisor, a life planner - and has become a source of education, inspiration, hope and wealth.
In an industry frought with mistrust and newbies, Iftikhar stands out as the real deal - bringing deep expertise and knowledge with a capacity to be human and treat his clients with care.
I would highly recommend Iftikhar! You will be better off for working with him!
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Leanne S on Google
★ ★ ★ ★ ★ Iftikhar has been working with me for over 10 years. He literally rescued me from an unscrupulous advisor who obviously didn’t have my best interests in mind. Iftikhar is a number of things that perhaps most advisors or planners lack; he is extremely patient, persistent and shows deep empathy and care for his clients. I have experienced it myself but have also seen him interact with other clients at presentations. He keeps in touch on a regular basis and throughout the pandemic has been available to answer my questions thru text, email, phone calls and of course Zoom calls. Lastly, he looks at my entire situation from my budgeting and retirement to my estate planning issues and will only recommend changes if it makes sense. He always tries to think outside the box for my personal betterment – thank you!
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Judson Delicieux on Google
★ ★ ★ ★ ★ I have had the pleasure of having Iftkihar as my financial planner for over 10 years. He is extremely professional and very forward thinking in terms of my retirement goals. I would recommend him as an advisor.
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Wayne Van Zeumeren on Google
★ ★ ★ ★ ★ We have been clients with Iftikhar for about 12 years. He is always professional and yet very personable. We have kids about the same age and often spend time discussing their studies and sports ventures. He has gone above and beyond over the years making sure we are set up with a retirement plan that includes wills, POAs etc.(Things I likely would have put on the back burner) He is always patient with my tendency to procrastinate but persistent to make sure I get things done. I look forward to dealing with Iftikhar for many years to come.
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Daniella vanWeringh on Google
★ ★ ★ ★ ★ We have been working with Iftikhar since 2010. What I appreciate the most about working with Iftikhar is that he patiently explains options and never gets tired of our questions. He is always well informed about the market and the economy and is able to explain complex concepts in layman's terms - something I truly appreciate.
But above all, Iftikhar is professional and personable, and takes great interest in our lives - we are not just a number, he truly understands our personal situation and our plans for the future and makes recommendations on how to achieve our goals.
I would recommend Iftikhar to any person who is looking for support with their financial planning.
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