CFP, CIM, CMT, FCSI

Senior Financial Planner

Jabir is our Senior Financial Planner responsible for supporting our advisors with complex client situations by preparing comprehensive written financial plans. Through conducting detailed planning analysis ,developing various planning scenarios and recommending strategies he assists our advisors guide their clients by giving them the advice required to lead them towards achieving their goals.

Jabir has completed various studies at the University of Toronto, Seneca Polytechnic, The Canadian Securities Institute, The Market Technician’s Association/New York Institute of Finance, and the Canadian Institute of Financial Planning. Jabir currently holds the CFP (Certified Financial Planner), CIM (Canadian Investment Manager), CMT (Chartered Market Technician), and FCSI (Fellowship of the Canadian Securities Institute) designations.

Jabir started his career as an Investment Specialist at Altamira Investments working in the Exchange Tower before the Financial Crisis. He joins Chronicle Wealth after over a decade of High-Net-Worth Financial Planning with RBC Dominion Securities Family Office Services.

Jabir also spent over a decade teaching Financial Planning at Seneca Polytechnic and most recently taught the Canadian Securities course. He has also done corporate training for various banks including TD Private Wealth/Private Investment Counsel.

Jabir actively supports various charities including numerous overseas volunteer missions. Jabir enjoys a variety of sports including hockey, swimming, and mixed martial arts. He also enjoys cooking and his most treasured time is spent with family and friends.

FUN FACTS FOR JABIR

Most memorable student job

Digging golf balls out of the frozen ground and spending part of a summer on night shift doing warehouse inventory (counting bolts, screws and washers at 2:37am is definitely an experience!).

Favourite Quote

If you want to go fast, go alone. If you want to go far, go together!

Outside of the office, you’re most likely to find me

Spending time with family and friends

If I wasn’t a Financial Planner, I would be

A farmer