Walid Azzam, CFP, CIM

Father of two, husband, beer league hockey player and a passionate wealth management advisor. People often ask me what I like about my job... It’s the challenge and reward of helping people define their goals in life, and how their money can help. Whether it’s sending their kids to university, retiring to some new adventures or taking that big leap of faith to move somewhere to live a dream. It’s also being part of my clients challenges in life. We all face them -- job loss, losing loved ones, changes in health and life circumstances. When someone invites me to share in those moments, I am honoured. I’ve been in financial services for over 20 years and in the wealth management industry for more than a decade, hold both the Certified Financial Planner and Chartered Investment Manager designations. I've seen the ups and downs of the markets and my clients lives. It’s that experience that I draw upon when providing advice while recognizing that we are all unique and want different things in life and for our money.