Iftikhar Mahmood, CFP®, is a seasoned financial professional with extensive experience in wealth management and insurance brokerage. Currently serving as a Certified Financial Planner® at CreateWealth Planning since June 2008, Iftikhar is dedicated to providing high-end wealth management services through systematic processes. In addition, Iftikhar is an Independent Insurance Broker at IDC Worldsource Insurance Network Inc. and a Private Equity Specialist registered with Rethink And Diversify Securities Inc. since November 2019. Previous roles include Certified Financial Planner® at Equity Associates Inc. and Investment Planning Counsel, covering a span from 1999 to 2018. Iftikhar holds a Bachelor of Arts in Economics from the University of Toronto and has further education from the Canadian Securities Institute.
Links
Sign up to view 1 direct report
Get started