Integrated Wealth Management

  • Scheduled Financial Planning Meeting: FIRE Financial team of Ahmed Mahiyan & Jahid Hasan
  • Investment Management: Justwealth, Nest Wealth, Efficient Wealth Management, Nextgen Financial Planning Inc. Portfolio Manager team
  • Tax Preparation: Sharp Accounting
  • Mortgage: New purchases, refinances, and renewals with Karar Tasmia
  • Insurance: Home and auto insurance with Imroz Ahmad
Integrated Wealth Management

Experience seamless and comprehensive Integrated Wealth Management at FIRE Financial. We provide a holistic approach to managing your finances, offering coordinated services designed to simplify your life and build lasting financial security.

  • Personalized Financial Plan Meetings: Start with a dedicated Financial Plan Meeting to create a customized roadmap for your financial future. We'll work with you to define your goals and develop strategies to achieve them.
  • Expert Investment Management: Benefit from professional Investment Management through our partnerships with Justwealth, Nest Wealth, Efficient Wealth Management, and Nextgen Financial Planning Inc. We build and manage diversified, low-cost portfolios aligned with your risk tolerance and financial objectives.
  • Tax-Optimized Tax Preparation: Simplify tax season with our seamless Tax Preparation services, delivered in collaboration with Sharp Accounting. We ensure accuracy and maximize your tax efficiency as part of your integrated wealth plan.
  • Comprehensive Mortgage Services: Access expert mortgage services for all your needs, including new home purchases, mortgage refinancing, and renewals. We'll guide you to the best mortgage solutions and rates available.
  • Tailored Insurance Solutions: Protect your financial well-being with our insurance services, offering Life, Home, and Auto Insurance. We'll help you find the right coverage to safeguard your assets and family.