Rizwan Mohamed

Rizwan Mohamed, CFA, CFP, has over two decades of experience in the financial services industry. Currently serving as a Financial Planner at Coast Capital Savings since February 2011, Rizwan specializes in retirement planning, estate planning, and risk management strategies. Additionally, Rizwan holds a similar position at Worldsource Financial Management, emphasizing personal viewpoints on financial market information. Previous roles include Regional Sales Manager at BMO Financial Group, where sales of mutual funds were increased through staff training and presentations, and Inside Sales Representative at BMO Guardian, focusing on client relationships and market analysis. Rizwan's career began at TD Waterhouse Discount Brokerage as an Investment Representative, gaining extensive knowledge of financial instruments. Rizwan holds a BBA in Finance and Management Information Systems from Simon Fraser University.