Mehendi’s background includes senior management positions with a variety of financial institutions, such as banks, insurance firms, and mutual fund companies. The diversity of experience gained in those roles has provided him with unique insights into the financial services industry.
As part of the Private Investment Management Group (PIMG) at Raymond James, Mehendi holds the title Portfolio Manager. The portfolio manager role is reserved for advisors who have attained the highest professional standards of training and expertise in the financial industry. Mehendi is cross-border licensed, being registered in the United States with FINRA. This allows him to solve cross border challenges for clients with unique situations.
Mehendi believes a solid financial plan underpins the well-being for all aspects of your life. He aims to make sure his clients understand this concept first, before a plan is implemented. A natural big picture thinker, he works with you, asking the right questions, (and sometimes the tough questions) to ensure that your plan is thorough and complete.
With his do-the-right-thing mentality, Mehendi will put your plan together with a sense of humour and a sense of purpose.
Mehendi brings the same commitment of professional competence and ethics to his community involvement.
Mehendi gives back to the London, Ontario community by serving on the Board of Directors for Goodwill Industries.
The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
Raymond James is not affiliated with the above organizations and/or charitable causes.