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Faisal Habib, PE, MBA, FRM

Faisal Habib, PE, MBA, FRM

Faisal Habib, PE, MBA, FRM, is President of QWeMA (pronounced KWEE-MA), a division of CANNEX Financial Exchanges Limited, where he leads the research, development, and consulting efforts in the fields of retirement income and investments analytics.

 

Passion/Expertise

 

Faisal is a retirement income and investments analysis expert, who has worked closely with Moshe Milevsky and played an influential role in the development of PrARI™ which is an analytical approach to product allocation for retirement income.

 

Faisal's specialties include:

  • Structured Products

  • Financial risk measurement

  • Retirement Income Planning

  • Portfolio optimization

  • Valuations, Analytics, Algorithms

Position/Experience

 

In addition to his duties as President of QWeMA, Faisal also lectures at York University’s Schulich School of Business (Master of Finance Program).

 

Education/Certifications

 

Faisal holds a bachelor in Electrical Engineering, a MBA in Business Management, and a Graduate Diploma in Financial Engineering. He also holds the designations of Professional Engineer (P.Eng) and Financial Risk Manager (FRM).

 


 

Retirement Income Sustainability: Measuring the Tail Risk of Product Portfolios - Faisal Habib    - Retirement InSight and Trends article Read a summary transcript of Faisal Habib's presentation Retirement
Income Sustainability: Measuring the Tail Risk of Product Portfolios

in the 2nd Qtr 2016 issue of "Retirement Insight and Trends"".

 


 

Publications

  • "Product Allocation for Retirement Income", NAFA Annuity Outlook 2014 - Hedging retirement risks and minimizing the adverse effects using a Product Allocation Strategy

 

Faisal Habib, PE, MBA, FRM - Retirement Speakers Bureau Faisal Habib, PE, MBA, FRM, President of QWeMA (division of CANNEX), Retirement Income and Investments Analysis Expert, is available to do presentations on a variety of topics for your retirement professional development or consumer events.

 

Please visit the Retirement Speakers Bureau to find out how you can request this or other leading industry experts to speak at your next meeting, conference, or other event.

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09/12/2017 Pensionizing Your (Client’s) Nest Eggs: What, How and Why? - Alexandra Macqueen - Rebroadcast

09/12/2017 Pensionizing Your (Client’s) Nest Eggs: What, How and Why? - Alexandra Macqueen - Rebroadcast

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

How can you help your clients determine an optimal product mix that incorporates maximizing either a sustainable lifetime income, planned financial legacy, or a mix?

$39.00
$199 for 365 Days - Annual Premier Membership - Worry-Free Monthly CE

$199 for 365 Days - Annual Premier Membership - Worry-Free Monthly CE

Worry-Free monthly CE! FULL member benefits at a guaranteed low price for as long as you remain a Member: Unlimited access to Live Webinars, elearning courses, audio downloads, with CFP®, CRC®, ASPPA, and PACE CE credit available.
$199.00
$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

Receive 90-Days FULL ACCESS to 50+ eligible elearning courses, audio downloads, and live webinars (held during membership) - CFP®, CRC® ASPPA, and PACE CE - no auto-renew, option to upgrade - one low fee!
$99.00
InFRE's 2016 2nd Qtr Issue of Retirement Insight and Trends

InFRE's 2016 2nd Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- 2016 2nd Qtr free newsletter features Greenwald on Middle Income Retirement, Timmermann on the Aging Brain, and Habib on Retirement Income Sustainability
$0.00
Retirement Income Sustainability: Measuring the Tail Risk of Product Portfolios - Faisal Habib

Retirement Income Sustainability: Measuring the Tail Risk of Product Portfolios - Faisal Habib

1 hr CFP®, CRC®, PACE CE

Often everything seems ‘normal’ until something unthinkable and highly improbable happens. What if you could identify the clients and their portfolios that are exposed to extreme downside risk?

$39.00
What Advisors Need to Know About Qualified Longevity Annuity Contracts - Gary Baker

What Advisors Need to Know About Qualified Longevity Annuity Contracts - Gary Baker

1 hr CFP®, CRC®, PACE CE

Learn planning strategies for deploying annuitized assets within a portfolio to help optimize retirement income, and how QLAC ruling provides additional opportunities to benefit retirees.

$39.00
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