Certified Financial Planner®
Magid is a Certified Financial Planner® with SafeBridge Financial Group Life bombards us with so many different choices and options. Making the right financial decisions can be difficult and at times complicated. By filtering out the noise and distractions, Magid helps his clients make the right decisions. As a relationship builder, Magid knows and understands his clients and their unique financial picture. His understanding allows him to collaborate with professionals to customize and implement tax-preferred estate and financial planning strategies for individuals, families and small business owners. Why choose Magid as your Financial Planner? He is a relationship builder. He believes in what he does and enjoys doing it. With over 30 professional years of experience, Magid brings four special tools; integrity, focus, commitment and adaptability. Prior to joining SafeBridge Financial Group, Magid spent over 20 years in financial services with RBC and Sun Life. He also brings a decade of business management and a solid understanding of pension and benefits planning. He specializes in serving the Baby Boomers and Gen “X” Professionals where he creates investment and insurance strategies that maximize their cash flow and tax savings. Magid is a seasoned corporate speaker having spoken at over one hundred corporate and private events. He loves educating people about financial planning, managing cash flow, investing and managing their risk. Magid simplifies concepts and encourages his audience to set goals and achieve financial success. You can follow Magid on twitter @magstergee and on his Blog “It’s Only Money”.