Who we are

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Financial Advisor

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.

Financial Advisor

  Bill has been providing financial advice since the 1960’s and has always had a particular skill in nurturing relationships. After impressive roles and advancements in the industry (including a 2 year stint in Jamaica for one of the major banks), he decided to branch out independently as Goodfellows Financial in 1990. Those developed relationships became loyal and trusted clients. He accomplished all of this with the support of his beloved wife Jean, 2 children (and 3 foster babies), 3 grandchildren and 4 great grand babies. He continues to show passion and loyalty to his clients and values every one of those relationships. In his spare time, Bill enjoys spending time with his family, hunting and golfing.

Financial Advisor

  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.

  Insurance Advisor 

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).

  Associate Planner

CERTIFIED FINANCIAL PLANNER®

   Johanna’s strong background in communication and adult education are the building blocks of her passion for financial planning. Earning her designation as a CERTIFIED FINANCIAL PLANNER® (CFP®) and Personal Financial Planner (PFP®) she is able to continue educating our clients in their financial journey. Johanna spent over 10 years in the Financial Services Industry, and she continues to deliver an “at-ease” client experience ensuring she serves in their best interest at all times. She compliments Basic Financials’ team approach with a Client First philosophy ensuring clients are treated with integrity and honesty. When Johanna isn’t reading industry news or continuing her education, she is spending time with her family and friends on and off the hiking trails.

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.