Wealthcare Professionals - iA Private Wealth - Mississauga, Ontario

Anuj C.

Saeed puts you first in every way - he's responsive, channels his wide knowledge to serve you best (and not overwhelm), builds a customized and comprehensive financial plan for you, answers your many questions, takes time to understand your financial goals and gets to know you so he can understand how to best partner (because sometimes financial planning can get emotional!). My wife and I highly recommend him to others. We feel safer and more informed, knowing he's our partner in financial planning.

Polina B.

Financial planning can be intimidating, but with Saeed, it is a comfortable and reassuring process. It is evident that he really cares about the unique life goals of each of his clients, and it's important to him that we are set up for success in achieving our objectives. We have worked with Saeed on our financial plan twice now, as our life circumstances and goals have shifted. Each time, Saeed demonstrated expertise, professionalism, empathy and patience as we worked together to figure out a realistic plan for our future that has our financial capabilities, needs and dreams(!) in mind. Meeting with Saeed to discuss our financial future is always an empowering and uplifting experience, and he never leaves me feeling inadequate in my knowledge of financial management, or guilty about my choices or goals/dreams.

Simon B.

I have worked with Saeed for financial planning, life insurance and disability insurance. I have referred some of my close friends to him because he cares. I have known him for a few years now and would say he is a very authentic person. He is passionate about his job and the unique difference he can make for people. He has made buying life and disability insurance pretty straightforward. Also I always feel like he is available; he even has online booking for booking meetings.

Diana R. A.

Saeed is an excellent financial advisor who not only considers the most evidence-based data when making investments for your money but also takes into consideration your personality and the emotions that drive your decisions making and helps you address these. Would highly recommend!

Rasim H.

Saeed Ally is an exceptional Financial Planner, he's helped me get my financial affairs in check and continues to help whenever the need arises. Best part is that he believes and has a passion for his work!

Maryam G.