About Lamees
Lamees Rahif is an Investment Planning Advisor who holds a Higher National Diploma (HND) in Math, Statistics and Computing and has been a CFP® professional since 2007. With over 30+ years in the financial services industry providing advice to professionals, business owners and retirees, Lamees joined CDSPI Advisory Services Inc. in 2017 to offer her expertise to the dental community. Lamees focuses on the bottom-up approach starting with the financial goals and creating a plan so nothing gets missed and goals can be achieved.
“I am passionate about what I do, I create comprehensive financial plans for my clients to provide them and their families with peace of mind for generations. I respond quickly to their needs and provide them with efficient solutions."
Perspective on Working with Dentists
Lamees adopts a personalized approach to providing comprehensive financial and estate plans for clients and their families. She was inspired by a neighbour and mentor who encouraged her to be in this field.
I am a family person and think of clients the same way. I want my clients to have peace of mind knowing that they are looked after so they can enjoy what matters to them the most. I love working with dentists because they appreciate the value of advice and building a trusted relationship.
Education
- CERTIFIED FINANCIAL PLANNER® professional
- HND Math, Statistics and Computing, University of Glamorgan, Wales, UK