OUR VISION : to enable clients to take control of their financial future
OUR MISSION : to create value for our clients
CPA, CGA, CFP (Chartered Professional Accountant, Certified Financial Planner)
Bashir Lalani is the President and Founder of SMART moneygrowth. An entrepreneur with more than 25 years of experience in the financial services industry, he provides well informed advice to his clients. His expertise lies in the areas of Financial, Investment and Tax & Estate Planning, specializing more recently in Retirement and Severance Planning as a result of his client base maturing, including the population demographic shift and also due to current economic conditions. SMART moneygrowth works with individuals and corporations (offering group retirement plans and group benefit plans).
As an independent Certified Financial Planner, Bashir works closely with individuals and businesses to ensure that their financial goals are met. He provides professional independent advice in the areas of personal tax planning, retirement planning, estate planning, investment strategies, and personal risk management. He is always willing to help educate his clients in areas that impact their personal financial portfolios.
Bashir’s approach and his success are achieved through mutual trust and respect, strong two-way communication and willingness by clients to implement various individualized investment strategies.