Address525 8 Ave SW
Calgary, AB T2P 1G1
My BackgroundAmal is an experienced and trusted Private Wealth partner for a small client base in Calgary and surrounding areas, collaborating with their advisors to develop customized strategies that act as a road map for achieving their financial and personal goals. She also works closely with BMO partners to provide a full range of services to meet specific client needs, including investment management, Commercial banking, Business succession planning, Estate and trust advisory, and Wealth Planning. Amal holds the Certified Financial Planner (CFP) designation, allowing her to co-ordinate the right advisers and partners, with an aim to customize solutions for her clients. She is known for her team approach, commitment to service, client loyalty, and mentorship to Wealth professionals. Outside of work, Amal is actively involved in giving back to the community through volunteering with Junior achievement and Kids Help Phone.
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