Investment Planning Advisor
“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."
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.
Perspectives 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.
1.800.561.9401 x 6793
- CERTIFIED FINANCIAL PLANNER® professional
- HND Math, Statistics and Computing, University of Glamorgan, Wales, UK
What is financial wellness? It is whatever makes you happy and lets you sleep well at night. While it is different for everyone, for me it is to be organized, prepared, and to understand the plan. The one piece of advice that I would like to give every dentist is to ensure that your estate plan includes wills and powers of attorney. “It is an important part and there is much more to it than that!” Lamees works with clients to create estate planning strategies, as part of their tax-efficient financial plan.
Lamees loves dancing, especially Argentine Tango, and getting together with family and friends. Her happy place is in the garden and by the ocean. She enjoys travelling, walking and has a new love for dogs as she is a foster mom now.