Mr Faisal Khorshid
TEP CFP, CLU, RRC, CIM, FCSI

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

102 - 1848 McOrmond Dr.
Saskatoon
SK
S7S 0A5
Canada

Email: faisal.khorshid@igprivatewealth.com
Telephone: +1 306 653 3920
Practice Areas: Charity formation/administration, Elderly and vulnerable clients, Estate planning/administration, Family business, Family office, Insurance, Investment, Philanthropy, Private banking, Tax, Trust planning/administration
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Profession:
Estate Planner / Financial Planner / Insurance Advisor / Wealth Management
Firm:
IG Private Wealth Management
Branch/Chapter:
STEP Saskatchewan
Committees:
Saskatchewan Chapter Committee
Special Interest Groups:
Business Families | Philanthropy Advisors
Biography:

A leader in Financial Planning, the Faisal Khorshid team (Clayton Lane, Jenifer Walkington & Joyce Hill) brings near 60 years of experience in planning for investments, retirement, pension plan analysis, tax, estate, education, charitable giving, employee benefit plans and cash management issues. Faisal joined Investors Group in 2003 and is proud recipient of Investors Group prestigious Pillar award and President Club. In the last decade he has built a strong reputation with the High Net Worth clientele in area of wealth preservation and sustainability of retirement income. Faisal earned his Bachelor of Science degree at the University of Saskatchewan and holds a Certified Financial Planner designation, Chartered Life Underwriter,Registered Retirement Consultant ,TEP (Trust and Estate Practitioner) & CHARTERED INVESTMENT MANAGER (CIM®).

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