Iftikhar Mahmood

After graduating from University of Toronto, with a degree in Economics, I spent 10 years in corporate finance. I decided to make a change and work towards helping people achieve their own financial goals. This led me to working with several mutual fund dealers, where I cut my teeth in learning the industry, also acquiring my CFP designation.

I ultimately became insurance licensed and completed the exempt markets proficiency course, allowing me to offer various private equity issues to my clientele. I have worked in the industry for over 20 years now, currently as a fee based planner partnering with Modern Advisor and Parvis Invest.