Assad Naeem

Assad Naeem

I'm Assad Naeem and I'm a Tax Accountant as well as a Mortgage Advisor, where my responsibility is to guide others to achieve their financial goals. Having helped countless number of people over 12 years, I've grown very passionate about numbers, teaching, and I love to see people succeed.

I feel like it's a crime that a lot of people are unaware their financial wellbeing and don't know how they can improve their lifestyle. I've grown up in a family where financial literacy was limited to how much incomes comes in and what expenses go out. No one told my parents about the system we live in, only that they have to file their taxes every year. It wasn't the age of technology like we have today where we can find resources at the touch of a button. They just knew what they knew and what other people told them. My parent's struggled every day of their lives to raise my bothers and me, but living well enough where they were able to keep us happy as children.

Ever since summer school in High School, I grew a fondness towards accounting. I understood it well and excelled at it. I loved the idea of organizing finances so I dug deeper into the subject. I started to learn the financial structure of our economy and how an average person has numerous opportunities surrounding them. I also learned how many people around me weren't great at this subject and had no clue of how to structure their finances to improve their lifestyle. That's when I began spreading the knowledge to as many people that I could.

Friends, family, neighbors, people I meet randomly... One way or another I've mentioned something about how they can benefit from one tax tip or another mortgage tip. Over the past 12 years, I've helped thousands of people increase their knowledge and watch them succeed. I have to say, there is nothing better than the feeling that the guidance you gave someone helped them immensely towards their goals.

Now nothing is a sort-cut to success. It all takes hard work, great planning and preparation to be able obtain the level of success you want. I'm here to help you take the first step, to spark a mindset.

Long Story Short, I'm someone who you can come to with your financial goals and I'll help you achieve them. I host tax and mortgage related workshops for no charge, because I believe education should be free and openly available to everyone. I also provide accounting and tax services, as well as broker mortgages because I have to make a living. #supportlocalbusinesses

If you've learned anything from my workshops,

November 2026
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Nothing planned right now

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