Headline

Financial Advisor

About

Rafia, a Wilfrid Laurier University alumna, holds a Bachelor of Business Administration in Finance and is a Chartered Investment Manager (CIM®) with the Canadian Securities Institute. This designation showcases her expertise in advanced investment strategies and compliance with Canadian regulations, all guided by a client-first code of ethics. Rafia also holds the Registered Financial and Retirement Advisor (RFRA®) designation with the Chartered Institute of Financial Planning, demonstrating her knowledge in retirement and estate planning. With experience in Private Equity, Retail Banking, and Currency Trading, Rafia crafts personalized wealth management solutions for her clients. Her expertise and credentials ensure sound advice, expert execution, and peace of mind for those with complex financial needs. Outside the office, Rafia enjoys reading, cooking, and the outdoors with her husband Chris and their dogs, Maximus and Marley, in Edmonton.

Location

Greater Edmonton Metropolitan Area

Education

Bachelor of Business Administration, Finance, Wilfrid Laurier University

Investment Funds in Canada, Investments and Securities, Canadian Securities Institute