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The Art of Legacy: Financial Clarity for Generations with
Zahid Syed

Principal and Risk & Tax Minimization Specialist at Orooj Financial.

About
Zahid Syed

With 23 years of experience, Zahid Syed is the principal and Risk & Tax Minimization Specialist at Orooj Financial. As a Chartered Life Underwriter (CLU) and Master Financial Advisor in Philanthropy (MFA-P), Zahid has become a trusted advisor to over 300 families, guiding them through personalized estate plans that reflect their unique needs.

Through his empathetic approach, Zahid offers more than financial strategies—he provides peace of mind. His mission is to ensure that when the time comes, families are supported and wealth is transferred smoothly. Licensed across Ontario, Alberta, and Saskatchewan, Zahid specializes in:

● Wealth preservation
● Tax minimization
● Legacy protection

Rich Conversations with Zahid Syed

SUCCESS, LIFE, AND FUTURE MASTERY

Tune in to The Zahid Syed Podcast for insights on life, success, and planning your future. Get inspired, learn, and start shaping your path to success today!

Public Relations and Speaking Engagements

Insights That Inspire and Educate

With over two decades of experience, Zahid simplifies complex financial topics, making them accessible to any audience. Whether speaking to high-net-worth individuals, entrepreneurs, or industry professionals, Zahid shares actionable insights on preserving wealth, reducing tax liabilities, and creating impactful legacies. Zahid Syed offers keynote speeches, podcast appearances, and expert commentary for radio or tv show outlets. 

Orooj Financial’s Zahid Syed Educates Rotary Club on Estate Planning and Philanthropy

Orooj Financial’s Zahid Syed Educates Rotary Club on Estate Planning and Philanthropy

Orooj Financial’s Zahid Syed CLU, MFA-P recently delivered a compelling presentation on Estate Planning and Creative Philanthropy to the Rotary Club…

Orooj Financial Tees Off to Save Lives at Charity Golf Event in Canada

Orooj Financial Tees Off to Save Lives at Charity Golf Event in Canada

Orooj Financial, a financial institution, recently participated in a charity golf event in Canada to support Indus Hospital Health Network. The…

Zahid Syed’s Expert Presentation at the 2024 Canada Sales Congress

Zahid Syed’s Expert Presentation at the 2024 Canada Sales Congress

At the 2024 Canada Sales Congress, held on December 5, 2024, at the Delta Hotel Airport in Toronto, Zahid Syed, a…

Book Zahid for Your Next Event

Looking for a knowledgeable, engaging speaker for your next event, podcast, or interview? Zahid delivers practical insights with warmth and precision, leaving your audience with actionable takeaways.

Testimonials

5/5
Second-generation client of Zahid. Started with my father, who had critical illness, life insurance, and RESP plans done through Orooj Financial. We trust Zahid's advice on these matters.
Tahmid Chowdhury
5/5
Undoubtedly a top class service with ever smiling face. We feel proud to deal with ZAHID SYED.
Mushtaq Anjum
5/5
Excellent knowledge of financials services and products, coupled with good availability via phone, e-mail and in person. Would highly recommend to those seeking a Financial Services Provider if you're in the GTA.
Taiyab Khaliq

Featured Events & Upcoming Webinars

Attend Zahid’s educational seminars, webinars, and workshops on estate planning, wealth preservation, and philanthropy.

Philanthropy Seminar

(5th Feb 2025) March 2024

Leadership Summit 2025

TBD

We'd Love To Hear From You

CONNECT WITH ZAHID

Find ME Here

1670 North Service Rd E
#217, Oakville, ON L6H 7G3

Get In touch

(905) 624-0008
zahid@oroojfinancial.com

Speaking Engagements

Contact us for availability and details.