Ramez earned his MBA from McMaster University in 2014 and his CPA/CMA designations in 2015. After spending six years in Corporate Finance at multinational companies, Ramez chose to pursue his true passion, helping people achieve their financial goals through sound, personalized advice. He firmly believes that a detailed, written financial plan, reviewed and updated regularly, gives clients the clarity and confidence they need to reach their goals. As a Consultant, Ramez helps clients by providing financial advice in six key areas: investment planning, retirement planning, estate planning, cash/tax planning, mortgage planning, and insurance planning.

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