Who We Are
My Story - Rafeeza Khan
I started my career in the Canadian Banking Industry in 1979, after graduating high school. I spent many years as a Customer Service Manager at the bank before I joined the Wealth Management Industry in 1997. During this time, I started my post-secondary education at the University of Toronto, but before completing my studies, I decided to start my family. In 2014, I started my Post Baccalaureate Diploma in Business Administration and Management and in 2015 I embarked on a journey to complete my MBA. In 2017, after 3 years of part-time studies I completed the MBA program from Athabasca University.
The experience I gained during my tenure working with many investment professionals as well as through the MBA program has given me the tools necessary to help my clients achieve their financial goals. However, while I believe that having the right experience, credentials and knowledge is crucial to becoming a Investment Advisor, the true passion that I have to really make a difference in my client’s lives is what drives me. When I am not working I enjoy spending time with my grandchildren, relaxing with a book and running outdoors.
Why Us?
It is my belief that every individual can achieve financial independence while at the same time having a balance in their life. My many life events from buying my first home, planning my children’s education to caring for elderly family allows me to understand my client’s perspective.
- Our team of experts are passionate about what we do
- Over 35 years of experience in the financial industry
- We are solution oriented
- We are care about our clients successes
Who We Are - Strategic Professionals
We’re a team of professionals and have access to all sorts of services including: Estate Lawyers, Real Estate Agents, Mortgage Consultants, Income Tax Specialists
Our goal is to go the extra mile to help our clients achieve their dreams
“It’s not selfish to love yourself, take care of yourself and to make your happiness a priority. It’s necessary.”
Insurance Consultant - Jennifer Jacobs, LTCI Consulting Inc.
Jennifer Jacobs is an insurance planning expert and has been an important part of our team since 2012. Jennifer has been an insurance specialist since 2002 with a expertise in living protection. She has worked nationwide with clients and advisors to educate on the choices available to protect lifestyle and family while living.
Jennifer works closely with our team and our clients, providing comprehensive, customized living protection planning. Jennifer provides an informative approach ensuring understanding and confidence in the chosen solution.
Accountant - Jake Choi, S & J Taxhouse
Jake is a designated accountant (CPA, CMA) currently working for a SaaS company as a Finance Manager where he plans the firm’s strategic acquisition activities, builds long-term financial modeling and prepares the consolidated financial statements. In addition to his full-time work, he is a co-founder of S&J Taxhouse where he provides tax preparation services on behalf of his clients. Outside of work he likes to spend time with Elfie at the dog park and going for long scenic walks.
