History and Depth of Experience
The TDAM team of multi-disciplinary Portfolio Managers have an average of 22 year’s experience.
Faisal Rahman
Faisal Rahman
Senior Financial Planner
CFP®
QAFP™
Working together to achieve the financial goals that matter to you most
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As a Senior Financial Planner with over 18 years of experience in the financial services industry, I look at the big picture—where you are now and where you want to be, and then create a comprehensive strategy to help you achieve your short- and long-term goals.
With my commitment to continuous education, as well as completion of required qualifications, has earned me the Certified Financial Planner (CFP) designation conferred by the FP Canada.
Financial planning serves as a roadmap for your financial future, helping you navigate life's uncertainties and make informed decisions. Whether you're planning for a major purchase, growing your wealth, implementing tax efficient strategies, or planning your estate, I will work with you – engaging TD specialists when necessary – to develop a personalized plan.
With regular updates and adjustments as your needs change, I can help ensure your financial plan stays aligned with your priorities.
Discover how TD Wealth Financial Planning can help you achieve your goals. Let's build your financial future together.
Certificates
CFP®
QAFP™
Languages
English
Hindi
Bengali
Frequently asked questions
Get answers to your financial planning questions.
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What does a financial planner do?
What to expect at my first meeting?
What are the steps in financial planning?
Your Unique Goals
Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.
TD Wealth Financial Planning
Your priorities are important to us. We can work together towards your goals, and can help with:
Planning for every life stage
As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected.
To help with that, I've included an article that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.
TDAM: Tax & Retirement Planning Guide
At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios.
Stepping into retirement: Preparing for the big transition
The transition from a successful career to this stage in life isn’t always easy.
What We Do
We start by engaging in a balanced discovery conversation. We engage in a collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, a lead advisor connects you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.
Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.
At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, who will get to know what’s important to you before getting to your numbers. It’s private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.
At TD Wealth, we believe in taking the time to discover what truly matters to you. You’ll have access to a team of TD specialists, who will get to know what’s important to you before getting to your numbers. It’s private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
The goals and dreams you and your family share for your work and career, well-being, home, lifestyle and legacy.
Over time, you may find that your needs and goals change. TD Wealth Financial Planning has the expertise to help you stay on track. As we continue to meet with you, we’ll introduce new strategies to adapt your financial plan to those changes. We look forward to developing a relationship with you in order to understand your goals and aspirations and design a plan that continues to meet your current needs and future goals.
Retirement Planning
During the discovery process, we will discuss strategies to help you become retirement-ready by discussing questions like:
- How much income is needed for the retirement you aspire to?
- How can you save enough to fund your retirement?
- How can you improve tax efficiency during retirement?
- When should you start taking your government benefits?
Constructing Your Portfolio
With TD Asset Management Inc. (TDAM), there’s a lot that goes into creating portfolios.
TDAM Manages your Money as if it Were their Own
Customer focused solutions for different types of individuals, organizations, and communities.
A Leader in Risk Management
Risk management is at the core of everything TDAM does.
Forward Thinking
TDAM has been first to market with innovative solutions, adapting to shifts in market conditions.
Build Net Worth
We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect What Matters
By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement Tax-Efficient Strategies
We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a Legacy
Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
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RESP funds? Smooth withdrawals start with early planning.
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RESP funds? Smooth withdrawals start with early planning.
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What business owners should know about succession planning
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What business owners should know about succession planning
If you're planning to exit your business, understanding your options and planning early can help make the transition smoother.