tanveer mustafiz

* Provide wealth management solution for individuals and business owners in the areas of asset protection, tax saving, risk management, retirement and education planning. * Help individuals and their families to achieve their financial goals. * Build and maintain long-term client relationship.

Review current strategy of Air North, a Yukon based airlines,research on demand trend, market size and segments of airline industry in Yukon territory, conduct stakeholders analysis to find strategic issue, internal, external and economic analysis, identify investment opportunities and provide strategic recommendations to the company as part of MBA strategic field study. -Evaluate and analyze Air North’s financials- perform company evaluation using several models and conduct sensitivity analysis to support recommendation.

Spearhead comprehensive review and financial analysis, credit rating analysis of foreign exchange houses and local commercial banks in a case-to-case basis and prepare detail report to establish drawing arrangements. -Examine and Monitor foreign currency transaction activities and cover fund statements of foreign exchange houses in an ongoing basis to ensure that they operate under the guidelines provided by Central Bank and under no circumstances these drawing arrangements are used for any money laundering activities. -Compile, prepare and analyze weekly and monthly inward foreign currency statements sent by the local commercial and foreign banks operating in the country with an improved accuracy of monthly forecast data. - Manage data loading process and validate remittance data for accuracy resulting in a consistent financial reporting year-to-year basis for the end users - ministry of finance, International Monetary Fund (IMF), various non-governmental organizations.

Managed significant assets for affluent clients and their families in Richmond Hill area. -Provided full range of solutions (banking, credit, investment and wealth protection) considering clients’ current situation, financial goals, objectives, and other relevant factors -Built and strengthen relationships with new and existing household clients in the portfolio meeting clients’ short and long term financial needs. -Built client investment portfolio with optimal asset mix & diversification taking into account client’s risk tolerance, investment knowledge, time horizon and investment philosophy resulting significant increase in portfolio returns.