Q: How do I choose the right financial advisor ?

A: Look for a licensed, credentialed advisor who offers independent advice. At Safri Financial, Shabbir Safri, CIM®, provides personalized strategies without pressure or product quotas.

Q: Do I need a minimum investment to work with you ?

A: No. We believe everyone deserves financial guidance — no matter where they’re starting from.

Q: What types of investment products do you offer ?

A: We work with mutual funds, segregated funds, GICs, market-linked GICs, annuities, and more — all tailored to your goals and risk profile.

Q: Are your services fee-based or commission-based ?

A: We offer flexible compensation structures depending on your needs, including commission-based services.

Q: Do you offer virtual meetings across Ontario, Manitoba, Alberta and New Brunswick ?

A: Yes. We offer in-person and virtual appointments for clients across the GTA and beyond.