Liiban Hersi, CFP®, CIM®, FMA, FCSISr. Financial Advisor
Liiban is a Sr. Financial Advisor with over 30 years’ experience and significant qualifications. He is a Certified Financial Professional (CFP®), a Chartered Investment Manager (CIM®), a Financial Manager Advisor (FMA) and a Fellow of the Canadian Securities Institute (FCSI).
Liiban began his career with one of the Canadian Chartered Banks in 1987. He has held various positions such as Loans/Mortgages Manager, Investment Lending Manager and Branch Manager. As a full service investment advisor, Liiban has the ability to identify investment opportunities and conduct business in Stocks, Bonds, Mutual Funds and GIC’s.
Liiban has the experience, knowledge and resources to provide full wealth management with a desire to help clients meet their financial goals. Liiban’s philosophy is to educate and equip clients to make sound decisions about their investments and financial future. His goals are simple and address clients’ need for income protection during working years, to provide sufficient income during retirement and the efficient transfer of wealth to the next generation.
Liiban is married with three young children and in addition to being actively involved with their extracurricular activities, he still finds time to enjoy outdoor activities such as walking, playing sports and family movie nights.