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
Phone
Office Location
I have been working in the financial services industry since 2007, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals.
I hold the Certified Financial Planner (CFP®) designation offered by FP Canada.
I look forward to working with you.
Certificates
CFP®
QAFP™
Languages
English
Hindi
Bengali
Frequently asked 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:
Market Perspectives: The New Market Regime: More Paths to Performance
The TD Wealth Asset Allocation Committee provides its latest views on asset classes, where investing opportunities may arise, and future scenarios for global economies and interest rates.
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.
Investment Management
I will design a personalized financial plan based on your risk tolerance and smart tax-saving strategies.
Working together every step of the way
Focus on what you do best – running your business – with help from my team and a group of TD banking specialists who understand the complexities and the unique challenges you may face.
Running a business and planning for the future can seem daunting, but it doesn't have to be. We will:
Running a business and planning for the future can seem daunting, but it doesn't have to be. We will:
- Work with you to understand your priorities.
- Create a wealth plan that considers your financial picture.
- Schedule regular check-ins to track progress.
- Work with other TD specialists including, TD Small Business Banking and TD Commercial Banking, to help support your needs.
- Offer ongoing support to help you move forward confidently.
Advice for every stage of your career
My team and I offer specialized financial services and support for the evolving financial needs of healthcare professionals like you.
These financial services include access to dedicated specialists who understand the unique challenges of your work, and who can help recommend financial solutions designed to help meet your specific needs.
Whether your vision is to build your net worth or build your practice, you can access advice and services designed to help you reach your financial goals.
These financial services include access to dedicated specialists who understand the unique challenges of your work, and who can help recommend financial solutions designed to help meet your specific needs.
Whether your vision is to build your net worth or build your practice, you can access advice and services designed to help you reach your financial goals.
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.
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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Estate planning is often thought of as simply having a Will in place for the end of life. But Mindi Banach, Tax and Estate Planner at TD Wealth, says an estate plan can do much more: it can help create a plan for your loved ones and clarify the legacy you want to leave behind. She also shared what to consider when getting started.
Cottage succession: How to pass on a legacy and not potential complications
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A cottage can be a meaningful legacy, but passing it on raises key questions around ownership and logistics. Nicole Ewing, Principal, Wealth Planning Office, TD Wealth says early conversations on taxes, usage and shared responsibilities are important along with understanding fair market value, adjusted cost base and family intentions.
Health-care costs?
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Health-care costs?
You planned for retirement. Did you also plan for health-care costs? Some health-care expenses may not be covered in retirement. Here’s how to think about those costs before they affect your plan.