Tarek Soufan, CIM

Financial Security Advisor
Investment Representative

Before starting my financial services career in 2005, I owned a technology business. After four years working as an equities trader, I joined Freedom 55 Financial and received my designation as a charted investment manager. 

 

I use my work experience and knowledge to help my clients with their finances. Each client’s needs are unique, so I try to provide them with educated financial advice based on their individual needs. When necessary, I can also bring in Freedom 55 Financial specialists in other areas to help.  

As a financial security advisor and investment representative, I have the satisfaction of helping Canadians meet their financial security goals every day.  

Recent posts

Do you need individual health insurance?

Apr 01, 2021 - Freedom 55 Financial

Many Canadians have group health insurance through their employer. But if you’re retired, self-employed, employed on contract or are between jobs, you may want to explore individual health insurance....

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Focusing on personal investments is crucial for small business owners

Mar 27, 2021 - Freedom 55 Financial

If you’re a small business owner, you’ve likely been challenged in ways like never before due to the global pandemic...

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How to make an impact with strategic charitable donations

Mar 15, 2021 - Freedom 55 Financial

Charitable giving is good for you and good for your community – but can strategic charitable giving also be good for your financial plan?...

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