Tony Mahabir
CFP (Canada)
CIM
RRC
Bio
TONY MAHABIR - is a Professor of Finance & Management Studies within the Faculty of Business at Humber Institute of Technology and Advanced Learning for The Bachelor of Commerce & Finance degree program.
Concurrently, he is the Chairman and CEO of Canfin Financial Group – to offer professional wealth management services to businesses, professionals and individuals across Canada.
Globally, he is very active in promoting financial literacy and professional conduct through his generous contribution of time to CIFA: a non-profit foundation and non-governmental organization with general consultative status with the Social and Economic Counsel (ECOSOC) of the United Nations where he serves as President.
Here at home in Canada, he is the Chairperson for The Canadian Institute of Financial Planning – a virtual learning institute offering traditional and web-based financial education for the financial services industry.
In the past, he has been a director of: the U.S. Based Financial Planning Association and on the Board of Governors for Humber College Institute of Technology & Advanced Learning.
Over the last thirty years, Tony has shared his insights on strategy, cultural diversity, standards of care and cross-boarder financial planning for multinational clients.
Tony holds a Masters of Business Administration degree, is a Certified Management Consultant, Certified Financial Planner, Registered Retirement Consultant, Chartered Investment Manager and Real Wealth Manager.
He is also the recipient of the FP Canada Fellow distinction, which formally recognizes individuals who have helped advanced the financial planning profession.
Personal Information
Employer Information
SUITE 205
TORONTO ON M9W 0B5
Canada
Practice Information
Fee based (AUM)
Fee Only - Flat Fee/Project Based
Fee Only - Retainer Based
Fee Only - Hourly
Insurance Commission
Ontario
Ontario
CIFPs
Corporate Financial Planning
Corporate Insurance Planning
Corporate Tax Planning
ESG & Impact Investing
Estate Planning
Financial Planning
Insurance Planning
Investment Management
Portfolio Management
Retirement Income Planning
SRI
Succession Planning
Tax Filing
Tax Planning