Hajra HasanBA, CFP

Senior Financial Planner

Hajra Hasan is highly skilled in the field of financial planning and is Senior Financial Planner with Legacy Wealth Management Inc., a fully integrated financial planning and investment boutique, based in Calgary, Alberta.

 

Our focus is in Total WealthcareTM, a process committed to client education and financial success. “We explore, educate and customize our services to each individual’s financial goals, whether they pertain to personal, family, business, or charitable pursuits and sound investment strategies. This concierge-approach makes wealth management or retirement and estate planning uniquely relevant to each client.”

 

Hajra has over 25 years of experience advising clients on investment, tax, and estate planning strategies to achieve their financial goals and takes a keen interest in their success.  She began her career in financial services in the early 1990’s with her father in Saskatoon, SK.

 

Hajra was previously employed by Legacy Wealth Management Inc. from 2007 to 2013 as a financial planner and branch manager. She later moved to Ontario to be closer to family.  While in Ontario she was engaged in financial planning with a firm that focused almost exclusively upon Dentists and other healthcare professionals. She worked with these practitioners to provide intelligent tax and financial planning strategies designed to help align their professional practices with their personal lives and build net worth over the long term.

 

Hajra’s primary personal interest is her family and in watching her nieces and nephews engage in sports activities.  She enjoys fitness, healthy eating, shopping, travel and reading.