BIO

Payam Ala'i, ADBus

Industry credentials: LLQP, Past (CSC, CPH)

Corporate Financial Advisor

Area of focus in Financial Industry:

Creating Cash flow through tax minimization, and access to Capital

We create cash flow through tax advantage dividends which include tax-free dividends and tax-deferred dividends.

We eventually work with corporate client's CPA or/and tax lawyer to obtain their approval.

A team member of ours with a background in math, product and strategy development is sought after by leading financial advisors across Canada. Her core belief is that at the end of the day, the "the truth" (the numbers) is all clients need to make an informed decision.

Her presentations targeted towards accountants, covers how insurance functions in a corporate setting and from a tax perspective with a focus on how to read the illustration. Many clients bring insurance illustrations to their accountants for a second opinion. She helps accountants understand where to look to find the critical information that will help them vet proposed solutions.

Payam is the founder of Ala'i Risk Management & Investments established in 2013.

He is in the financial services industry for 14 years, including TD Waterhouse Wealth as an investment advisor

for 2 years.

Languages:

English: Full professional proficiency, 22 years business experience in Canada
Persian (Farsi): Native, 15 years business experience in Iran

Hobbies:

Alpine Ski: Ski Coaching & Ski Instructing (dual licensed), Ski racing - Ski with Payam

Water Ski: Slalom

Chess

Interests:

Elimination of Extreme Poverty and Wealth

Mental Heath Awareness - stats staggering in the workforce due to our industry's research

Payam Ala'i

Advisor for Corporate Owned Life Insurance (COLI)