The Wealth Creation Partnership
A collaboration between a Realtor, a Financial Planner and a Financial Therapist to provide you with an integrated and holistic approach to creating wealth over the next decade.
Omar Samad
Real Estate Agent
What makes Omar special is how he leads with intentionality, purpose, a strong sense of commitment and a beautiful big heart. He is committed to creating and fulfilling a vision to support his clients and his tribe by empowering his team and clients with knowledge and effective systems that help them achieve their Real Estate goals and beyond. When something needs to be done, know that he will stay up all night (literally) to ensure it is perfected to the standards of excellence he thrives by. When Omar isn’t working (which we sometime have to beg him to stop), he is spending meaningful quality time with his loved ones, dancing Bachata, traveling, volunteering and looking for the next adventure.
Aseel El-Baba
Financial Therapist
Aseel spent that last 10 years working for 4 out of the big 5 Canadian banks. By the time she left the bank, she was a Financial Planner managing a portfolio of 300 households and $100M. While she enjoyed helping clients with crucial financial decisions, she was attracted to the emotional and complex topic of money. She pivoted into the world of Financial Therapy and started her company Holistic Optimal Wealth. Through her work she aims to offer a safe space for people to explore their unique relationship with money in ways that offer them healing. She supports her clients in their journey of living intentional, mindful and abundant lives. When Aseel is not working with clients, she is on stage speaking, spending time with her loved ones, reading, traveling, volunteering or spending time in nature where she gets most of her inspiration.
Anna Knight
Financial Planner
Anna Knight is the Founder and the Certified Financial Planner at Simplicity Financial. She started Simplicity Financial with over 20 years of industry experience and with the idea of empowering Canadians to take charge of and have pride in their finances. She is a trusted source of financial advice to her clients and key associates, and strives to be the same for the community at large. Anna operates on principles of integrity, outstanding service and straight forward, accurate advice – always keeping the best interests of her clients in mind. Using a proprietary financial planning process, which starts with the end in mind, Anna addresses issues for her clients such as; cash flow, debt management, risk management, long term asset growth, and estate planning. This process is designed to provide her clients with a clear road map for the future – achieving their goals, stewarding their finances, and calming fears in even the most uncertain times. After assembling a financial plan, Anna continues to meet with her clients on a consistent basis to review and adjust that plan as necessary. Along with regular semi-annual meetings, this ongoing contact is intended to let Anna’s clients know that they are well looked after.
