Moien Ighani

Moien Ighani

Senior Financial Planner

CFP�

BBA (Hons)

Building your financial future – together

Contact Me

Phone

Office

(403) 441-1217

Office Location

4880 32 Ave Nw Calgary, AB T3A4N7. map

I have been working in the financial services industry since 2009, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals. I hold an Honours Bachelor of Business Administration from Mount Royal University in Calgary. I look forward to working with you.

Certificates

CFP�

BBA (Hons)

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Your Unique Goals

Knowing that you have a plan for tomorrow will help you concentrate on getting more out of life — today.

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Wealth-building Strategies for now and the years ahead

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.

The retirement homestretch: A 5-year checklist

This checklist may help alleviate some of your retirement worries.

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.

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?

Our Steps To Preparing A Plan Uniquely Yours

Discover what truly matters to you. We can offer planning and advice that can grow and evolve with you.

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.

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Health-care costs?

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