The Wealth Management Team of Saad Nadeem - Vol. 1

The Wealth Management Team of
SAAD NADEEM
Helping people live a rich, fulfilling life.
V O L . 1 0 | 2 0 1 9
MAKING A DIFERRENCE
IN OUR COMMUNITY
Food baskets for 6000+
families in need
MENTORING THE
MENTORS
Keynote speaker at
industry events
REAL, HONEST
CONVERSATIONS
Read what our clients
are saying about us

Self care
/ˌselfˈker/
NOUN
"The practice of taking an active role in protecting one's own
well-being and happiness, in particular during periods of stress.
Expressing oneself is an essential form of self-care."
Ask our Rich Life Ambassador for your carefully curated
complimentary self-care kit

CONTENTS
Page 2
YOUR RICH LIFE TEAM
Page 3
GET TO KNOW...SAAD NADEEM
Page 8
MENTORING THE MENTORS
Page 12
PROJECT RAMADAN
Page 14
ENDORSEMENTS
Page 15
THINGS TO CONSIDER
Page 16
VALUABLE ADVOCATE PROGRAM

We meet you at the
intersection of money
and life.

SAY HELLO TO
YOUR RICH LIFE TEAM
FINANCIAL LIFE PLANNER
RICH LIFE AMBASSADOR
INVESTMENT SPECIALIST
INSURANCE SPECIALIST
ADMINISTRATIVE
REGIONAL DIRECTOR
Saad Nadeem
Usman Jamal
Scott Clews-Hunt
Gary Smith
Ehab Abab
Andrew Mackenzie
p. 2

W H A T D R I V E S M E ?
I help established people like
yourself live your most
accomplished, fulfilling
and rich life.
Everyday, I encourage my clients
to engage in honest conversations
about their goals and aspirations
to discover what their unique rich
life looks like.
I believe that our comprehensive
written Financial Life Plan will give
you clarity over your future and the
tools you will need to stay on track.
Every day I help successful
individuals trade a one
dimensional life for a
multidimensional life. I hope you’ll
join me.
A L L A B O U T M Y C U R R E N T F A V E S
Favourite book I can't put down: What They Don't Teach You At Harvard
Favourite movie and TV show: Pursuit of Happiness & Breaking Bad
Favourite activity these days: Playing with my 1 year old daughter
Favourite vacation destination: Santorini, Greece
p. 4

We believe in
planning a rich,
fulfilling tomorrow
for everyone.

p. 6

Mentoring The Mentors
Saad has
consistently been
considered one of
the top advisors in
the industry and
has delivered
numerous keynote
speeches to other
advisors. Saad
credits this success
solely to the belief
that, as advisors,
we have the power
to create a lasting
difference in our
clients' lives.
"Having given talks
throughout Canada to
1000s of advisors has given
me a platform to create a
real difference in our
industry."
One of the
cornerstones of
Saad's practice is to
look beyond just the
numbers and engage
in real, honest
conversations that
inspire his clients to
lead a rich, fulfilling
life - whatever that
may look like for
them. He insists that
advisors view their
clients as more
than just a
walking wallet.
With honest conversations and a fresh outlook on the industry, Saad's
practice has prospered to great heights that he loves to share with fellow
advisors and colleagues alike.
p. 8

"When my husband died, my world
collapsed.
Saad’s compassion and ability to engage
in an honest conversation went beyond
my expectations.
He has been instrumental in structuring
my estate plan, and future needs of my
family.
His team goes over and above in
servicing my Financial Life Plan. Thank
you for providing me with clarity and
peace of mind for the future and for your
friendliness when I most needed it.”
- C u r r e n t C l i e n t , D E N T I S T .

S E R V I C E T O
O T H E R S I S T H E
R E N T Y O U P A Y
F O R Y O U R
R O O M H E R E O N
E A R T H .
MUHAMMAD ALI
PROJECT RAMADAN:
A CAUSE CLOSE TO SAAD'S HEART

"I am always impressed with Saad’s
knowledge especially with regards
to tax planning. He has been
instrumental in saving me roughly
$1.37M in my corporation.
This has helped me realize my
passion project of Breaking Ground
on a New hospital in Uganda. With
Saad's insight on not only my
finances but also my personal life, I
realized how important this was to
me.
In all my years, he has been the
only financial planner who has
taken the time to understand me &
my goals and put them into
fruition.”
- FAMILY PHYSICIAN - CURRENT CLIENT

p. 14
"I have always been committed to making a
difference with my work and seeing positive
results. My work has always brought me great
satisfaction.
However, working with Saad has made me
realize that living a fulfilling life is quite
important to me. I always thought that these
decisions were for me to make on my own.
He has taken the time to listen and to
understand what is important to me and my
family. My only regret is that I hadn't met him
earlier in my life."
- F a m i l y P H Y S I C I A N
- H i g h N e t W o r t h E N T R E P R E N E U R
"For me, the most important thing in my life
was to make sure my wealth gets transferred
over to my children upon my passing as tax
efficiently as possible. Almost everyone I met
from other major institutions came to me with
the approach of selling me an insurance
policy.
Saad took the time to ask me questions, listen
to me, and after many conversations he came
up with a solution that was exactly what i was
looking for.
I am happy to know that at the complete
implementation of this strategy, Saad will have
helped me save over $10M in estate taxes."

Retirement QPlanning:
Are you interested in exploring different
options for an optimal retirement
lifestyle? Here are some things to think
about...
What do you see yourself doing when
you stop working? How will you keep
busy?
Most Canadians pay as much taxes in
retirement as they do while working...
Would you be interested in building a tax
efficient retirement income for yourself?
Do you see yourself retiring in Canada
or would you most likely be a snow
bird?
How do your ideal retirement years
look like to you?
Legacy planning:
Are you interested in leaving behind a
legacy? Here are some ideas to
consider...
What does legacy mean to you?
Do you see yourself leaving your
wealth split between your children?
Ask me how to do this tax efficiently
Are your wills and Family Trusts in
sync to ensure exactly what you think
will happen will actually happen?
Are you planning on leaving your
business to your children as a part of
your legacy? Do you know how to
mitigate the taxes on your business
upon your passing?
Do you wish to be the richest person
in the cemetery? If not, let's have an
honest conversation about your
legacy...
&
If you fail to plan,
you're planning
to fail.
Philanthropy
A
Are you interested in being able to
contribute to your cherished charities?
Here are some things to consider to do
so more efficiently...
Are you making your charitable donations
in the most tax efficient way?
Do you know all of your options when
making a charitable donation?
Are you using your past tax credits in
the most tax efficient way?
Are you interested in setting aside a
set amount of funds that grow tax
free for the sole purpose of your
charitable organizations?
p. 15

VALUABLE ADVOCATE PROGRAM
Why, yes! We would love to meet your friends.
We understand that your recommendation is influential.
If you know of a colleague, friend or family member that may benefit by going through
our process, let us know! As our valuable advocate, we would love to inspire you and
your friends with an engaging conversation over lunch or breakfast.
Seminars and corporate events are also an excellent opportunity to join our Valuable
Advocate Program. If you would like a group of friends or like-minded colleagues to
benefit from Saad’s stellar presentation, we can organize a private seminar for your
group. In the past, our clients have enjoyed culinary events, lunch-and-learns, golfing
events and other exciting events.
Private Culinary Event with Client & Friends at Culinaria Fine Dining Restaurant, Mississauga - 2018
p. 16

Great Meeting You!
L O O K I N G F O R W A R D T O P L A N N I N G A
F U L F I L L I N G T O M O R R O W W I T H Y O U .
THE WEALTH MANAGEMENT TEAM OF
SAAD NADEEM
Saad Nadeem
Financial Life Planner, RRC