Faisal Khorshid TEP, CFP®, CLU, RRC, CIM®, FCSI
Faisal Khorshid brings over 18 years of experience providing wealth preservation strategies and high-net-worth portfolio management. He offers sound advice and support to business owners, pre-retirees and health care professionals, tailored to meet the unique needs of these affluent clients.
He and his team at Khorshid Bourgeault & Associates Private Wealth Management create and execute customized investment, retirement income preservation, pension plan, tax, estate, education, charitable giving, employee benefit and cash management strategies.
His approach rests on helping clients to first understand their current financial situation, set financial goals and develop a financial plan. Then they can move forward with confidence. With his guidance, he encourages clients to hold frank and collaborative conversations about family wealth and succession planning.
Faisal is committed to helping clients free themselves from the worry, and time, of navigating complexity or uncertain markets. He explains options in terms clients can understand. Clients also benefit from his deep technical knowledge and access to experts in IG’s advanced financial planning team, including accountants, lawyers and analysts.