Reza Delivand

"I take a personal, educational approach to financial planning – focused on building trust and helping you make confident, informed decisions. I’m committed to delivering advice that’s aligned with your goals and values.”

Reza believes in informing and educating clients on investment and tax optimization strategies. His goal is to empower you to make sound financial decisions, which naturally builds trust and long-term relationships.

As a financial advisor, Reza specializes in lending services, including mortgages and refinancing. He also takes a great interest in supporting clients with financial solutions and retirement strategies by recommending suitable investment portfolios tailored to their goals. Furthering his experience as a financial professional, Reza is in the process of attaining his Certified Financial Planner® (CFP) designation.

Reza will work with you to develop your comprehensive LifeSpring® financial guide – a blueprint for building and maintaining a strong financial foundation. This useful financial tool provides an in-depth analysis of your financial position, goals, anticipated needs and future income, integrating all aspects of your financial picture including investments, estate planning and business banking where applicable.

Learn more about the value of working with a financial advisor.