About Magid Girgis
I am the father of 3 awesome teenagers and the Certified Financial Planner® at SafeBridge Financial Group. Working over 30 years, I bring more than 20 years of financial services experience from RBC and Sun Life and 10 years of human resources experience in pensions, benefits, compensation and job evaluation.
I believe in what I do and enjoy doing it. Working with professionals and business owners, I filter out the noise and distractions and help my clients make the right decisions. I love educating people about financial planning, tax-effective investing, managing their risk and charitable giving. I simplify concepts and encourage individuals to set realistic goals and achieve financial success.
As a relationship builder, I know and understand my clients and their unique financial picture. I specialize in serving the Baby Boomers, Gen X and Millennial professionals, where I create investment and insurance strategies that maximize their cash flow, reduces tax liabilities and promotes their philanthropic efforts. My understanding allows me to collaborate with professionals to customize and implement tax-preferred estate and financial planning strategies for my clients.
CFP services provided through Safebridge Financial Group.
Mutual funds provided through Carte Wealth Management.
Insurance and Segregated Funds provided through Qualified Financial Services.
I am a CFP and these are my personal opinions.
I love working with clients who are motivated to do the most with their assets. I typically work with Baby Boomers, Gen X and Millennial professionals and help them maximize their financial legacies. I never turn away someone who wants to work with me.