At Basic Financial Services, we take a very personal approach to financial planning and we do that with great pride. We work seamlessly as a team, sharing our decades of experience, thousands of hours training and mentoring by the industry’s best in our recommendations.
In order to build the right financial plan, it takes skill and training. Financial seminars, courses and industry rule changes are a few examples of how we remain committed to knowledge and growth. This is why we have built a power house team of specialists.
CERTIFIED FINANCIAL PLANNER®
Dependable and honest; two values Mumin adheres to in life. Having his lovely wife and 2 incredible children allow him to practice these values daily. Mumin has been a CERTIFIED FINANCIAL PLANNER® (CFP®) and a Registered Retirement Consultant® (RRC®) for over 13 years and continues to run a successful financial practice.
His “Client First” philosophy has allowed him to be a foundational partner for his clients. He provides a holistic approach to planning, managing, and protecting wealth on an ongoing basis. His commitment to knowledge coupled with years of experience allow him to design customized and strategic financial plans. He specializes in helping individuals who are already retired or approaching retirement. This has allowed him to tailor his service and expertise in the unique needs of retirees. In his spare time, Mumin enjoys spending time with his family, playing hockey and basketball.
Graeme has always been gifted in providing unique solutions to problems. Starting his financial career selling stocks and bonds in the late 1970’s, Graeme has had a tremendous amount of experience in the industry. After years of involvement with capital markets under his belt, Graeme ventured into business consulting. As a business consultant for over 15 years in both the private and public sector, Graeme earned the title ‘Mr. Fix It’ from the various clients he had worked with. He was tasked with learning how a business runs (from A to Z) and then provide solutions on how to make that business more profitable. Apart from his expertise in software and technology, what really helped Graeme be an integral partner to his clients was his foundational understanding of finance and the tax code. Graeme’s constant thirst for knowledge in taxation helped set him apart from other experts. In 2009, he joined Goodfellows Financial as the in-house tax specialist, licensed advisor for both mutual funds and insurance, and in turn helped grow the business further. Since retiring his speedos and ski tights, Graeme enjoys spending time with his beautiful wife Debra and their 6 dogs, along with hunting, golfing and fishing.
Cody’s sights were set on finance when he was introduced to the boardgame Monopoly; ‘Banker’ was his fist job title. He had a good understanding of numbers, and the picture they can paint. While earning his Honours Degree in Business Administration (with a focus on Finance), Cody immersed himself in the Financial Services workforce and began his real-life experience. Cody has been in the Financial Service industry for over 8 years, and more recently, he’s been working diligently towards earning his CERTIFIED FINANCIAL PLANNER® designation. Cody is passionate about a wholistic approach when it comes to financial advice. Not only is he passionate about helping clients in their financial journey, but he also believes in giving back to the community. After participating in several local community out-reach programs, Big Brothers Big Sisters really struck a chord with Cody. Cody has been a mentor and proud Big Brother to Leo for the past several years. The duo are even Ambassadors for our local chapter! They meet on a weekly basis and spend time doing a few of their favourite things; hiking, playing board games and cooking. As Cody says “it gives me some practice for when I am lucky enough to have my own kids!” Cody’s passion for helping others in the community aligns perfectly with our philosophy and is a welcomed addition to the team.
CERTIFIED FINANCIAL PLANNER®
Finance was at the forefront of Mike’s career path since he could remember. His mother made the difficult decision to give up her career in nursing when she started a family with her husband. Tragedy struck and Mike lost his father at the age of 8 and understood quickly what it meant to struggle financially. Unfortunately, there was no life insurance benefit from the death of his father and little income coming into the household, Mike experienced first-hand how significant insurance (or lack there of) plays a role in a family’s struggle. Right out of school, Mike earned his CERTIFIED FINANCIAL PLANNER® (CFP®) designation and vowed to himself that he, his future family (and any other family he meets along the way), will never have to endure those hardships if he had any say in it. With a Client First philosophy, Mike provides customized planning in the security of wealth to our clients. Mike says it well; “I am a by-product of my circumstances in life. My job is to ensure I can deliver some light during a families’ darkest time. It helps preserve the integrity of the family unit, the families’ future and it just feels good knowing I’m making a positive difference in someone’s life”. Mike loves connecting with nature (especially on a golf course), spending time with his beautiful wife Rizza and daughter Arya and is a huge sports fan (especially Martial Arts).
Marketing & Client Care Specialist
Sabrina’s strong background in corporate marketing and strategic positioning give her the knowledge base to provide effective and efficient communication and client care to all clients. After earning her BA at the University of Guelph, she spent 13+ years with multi-national firms which allowed her to develop the skills and passion she has today.
Communication and client experience is at the forefront of everything Sabrina does at Basic Financial. She is also responsible for developing and implementing all internal processes which provide a seamless work environment to ensure tasks, contacts and communication happen effortlessly. Outside of work, Sabrina enjoys reading, bike riding, gardening, and spending time with her husband (Mumin) and their 2 young children Aliya and Jacob.
At Basic Financial Services, we are advocates in helping people build their future their way. Unfortunately, some people just don’t have much input in their future. That’s why we believe in serving our community by donating a portion of our profits to Autism Ontario (Niagara Chapter). Autism Ontario (Niagara Chapter) is one organization that we feel particularly connected to. Aside from enhancing awareness about autism in our community, the Niagara Chapter works diligently in holding various fundraising events, runs programs and events for individuals with ASD and their families to get involved, socialize and network. Their hard work helps create a better future for those with Autism and their families. Our clients feel we make an impact in their futures, so why not make an impact on the futures of those with specials needs?
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