Welcome
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Maher Taleb is an independent financial advisor. He runs a relationship and service rather than transaction and sales driven practice.
I seek long-term relationship with my clients. I offer them unparalleled attention and comprehensive financial solutions to achieve their goals.
I adhere to and endorse the Financial Planners Standards Council 5-step approach and its code of ethics. I provide realistic executable plans to my clients.
I own my practice. Being independent, I am able to provide my clients with solutions specifically tailored to their own situations. Solutions that is free from any conflicts of interests.
More than 20 years of experience in the Financial Industry with emphasis on Risk Management, Asset Management and Employees Benefit Programmes.
My main objective is to preserve my clients’ assets while helping them creating and growing their wealth. Backed by my education in Economics and several years as Risk Manager, I am well suited to asses Risk, Value and Growth.
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