a passion for helping others become financially successful.
Fahim Dadan is a Financial Advisor with Carte Wealth Management Inc. and part of a powerful team of financial professionals who have been providing guidance and advice to clients since 1981.
His clients know him as someone who takes their financial needs and goals to heart, in order to assist them in achieving short, medium and long-term objectives. Providing financial advice is not a one-time event but, rather, a lifetime commitment that Fahim establishes with his clients. The “Know your client” rule is the ethical approach he takes in conducting business.
Fahim believes that everything starts with getting to know each other and exchanging information. He does this without any obligation whatsoever on the part of potential clients.
As an Advisor, Fahim designs a financial roadmap tailored to meet the client’s own, personal goals and objectives and then assists in the its implementation and ongoing support over the years to come. He works in close association with and enjoys access to the top providers in the financial services industry. Fahim thrives in delivering customer service and goes the extra mile for his clients, every time. His dedication to service translates to presenting in creative solutions to individual problems, and always thinking outside the box.
Why Choose Us
At FDS Financial Development Services, we believe that the only way to help individuals, families and businesses with their financial needs is to offer personalized service and independent advice. We believe in tailoring the solutions to the client and not the client to the solutions. It is not just about selecting an investment or an insurance product; it is about developing a strategy that is right for you or your business.
There are many other reasons why you should choose FDS. Here are just a few:
1. Our Methods
We take the time to get to know our clients - we find out your goals and objectives, your concerns and obstacles and your tolerance for risk. After we meet with you to discuss these issues, we take the time to work out a strategy that meets all of your personal and/or company targets. Just like your doctor we would never give you a prescription without first finding out your symptoms, we need to learn more about you before we can recommend a solution that is right for you.
2. Surveying the Marketplace
This personalized, one-on-one service and consulting comes at no cost to our clients, as we are paid by the financial institutions through which your financial products are placed. At FDS, we do not represent any single insurance company, bank or investment dealer. This freedom to survey the market allows us to work for you in developing the best plan and choosing the most cost-effective and competitive products to build your portfolio. Surveying the marketplace to find the best solutions for our clients and only dealing with established and reputable companies ensures that the recommendations we make will provide the ultimate in security, stability and peace of mind.
3. Building Long-Term Relationships
We will continuously work with you to ensure that your plans are on track and in-line with your goals and objectives, as ever-changing as they may be. This is done through regular meetings and frequent reviews. In addition, we also provide timely correspondence through our quarterly newsletter and frequent educational events.