With over 30 years of experience in international financial services, Bassem Fawzy is Vice President, MENA & Wealth Manager at Elixir Wealth Private, where he specializes in advising Canadian expatriates across the MENA region on structured, cross-border financial strategies.

As an Accredited Canadian Financial Planner and Investment Advisor, Bassem has held senior advisory roles with leading Canadian financial institutions, including Royal Bank of Canada (RBC) and Bank of Montreal (BMO). Throughout his career, he has advised high-net-worth individuals and families on wealth management, retirement planning, estate coordination, and tax-aware investment solutions.

At Elixir Wealth, Bassem plays a key role in the firm’s MENA expansion, with a dedicated focus on supporting Canadian professionals, business owners, and executives living in the UAE, Saudi Arabia, Egypt, and the wider GCC. His work centers on helping expatriates bridge the gap between Canadian and regional financial systems, ensuring their planning remains coherent, compliant, and aligned across jurisdictions.

Bassem’s expertise spans cross-border financial planning, investment structuring, retirement income strategies, and tax-efficient wealth transfer. He adopts a planning-first approach, ensuring that tax and estate considerations are addressed before investment decisions—providing clients with clarity, control, and long-term confidence.

Passionate about financial education, Bassem regularly hosts webinars, seminars, and educational events for Canadian expatriates, empowering them with the knowledge needed to make informed financial decisions and prepare for future transitions, including repatriation and legacy planning.

Through disciplined strategy, thoughtful coordination, and long-term perspective, Bassem helps his clients preserve wealth, secure retirement outcomes, and build lasting financial legacies across borders.