Team Members
Martha GarciaBranch Office Administrator
FINANCIAL ADVISOR
CallSend Me a MessageMohamed S Hegazy
CIM®, CEPA®
7750 Ranchview Drive N.W., Unit 16, Calgary, AB T3G 1Y9opens in a new windowAbout 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...
How I help business owners:
1. Investment and portfolio review
With my Chartered Investment Manager (CIM®) designation, I am well-equipped to offer...
Focus Areas
- Wealth strategies
- Business owner considerations
- Retirement income strategies
- Wealth protection strategies
- Estate and legacy strategies
- Intergenerational planning
Personal Interests
- Tennis
- Hiking
- Music
- Traveling
- Soccer
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 04:00PM |
| Mon | 09:00AM - 04:00PM |
| Tue | 09:00AM - 04:00PM |
| Tue | 09:00AM - 04:00PM |
| Wed | 09:00AM - 04:00PM |
| Wed | 09:00AM - 04:00PM |
| Thu | 09:00AM - 04:00PM |
| Thu | 09:00AM - 04:00PM |
| Fri | 09:00AM - 04:00PM |
| Fri | 09:00AM - 04:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 04:00PM |
| Mon | 09:00AM - 04:00PM |
| Tue | 09:00AM - 04:00PM |
| Tue | 09:00AM - 04:00PM |
| Wed | 09:00AM - 04:00PM |
| Wed | 09:00AM - 04:00PM |
| Thu | 09:00AM - 04:00PM |
| Thu | 09:00AM - 04:00PM |
| Fri | 09:00AM - 04:00PM |
| Fri | 09:00AM - 04:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Location
CalgaryMore to explore
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