Tarek El Refaie

Financial Advisor

Tarek El Refaie is an investment advisor with over 18 years of global finance experience having advised several Fortune 100 multinationals on pensions, benefits, and investments. He specializes in working with condominium corporations and retirees to ensure that their lifestyle needs and legacy plans are aligned. Tarek utilizes a pension-minded approach to help his clients explore ways to garner income from their investments while creating tax-efficient strategies in order to protect their wealth.