To provide a complete financial planning that gives clients the knowledge and tailored advice to enable them to feel confident about their futures. Through friendly personal service, continuous innovation, and holistic financial planning, we aim to change the way financial services are provided in Trinidad & Tobago by educating the public and making a positive difference in our clients’ lives.
We Are Ready.
Samir Baksh |Managing Director
Samir started his career with Pan American Life Insurance Company of Trinidad and Tobago Limited in 2014 after graduating from the University of the West Indies with a BSc. in Business Management.
Samir’s portfolio grew phenomenally over the past decade during which time he has received several company and industry awards including Top Producer, Top Agent and also TTAIFA’s Top Male Producer. During his short career at COLFIRE he also received Top Motor and Top Non-Motor before exiting the general insurance industry to give greater focus to his clients at Pan-American Life Insurance.
Samir continues to be one of Pan American’s top performers and continues to do so by working with clients to build robust insurance and annuity portfolios. Samir continues to be a strong advocate for including US Dollar Universal Life Insurance in a client’s portfolio to ensure that clients can have access to a currency that is stable and globally accepted for their own protection as well as that of their loved ones.
Since the inception of Fortitude Financial Services Limited in 2018 to present date Samir has secured both MDRT qualification as well as double qualification for Pan American’s own convention which celebrates the outstanding performance of agents across the Americas and Caribbean.
Samir believes that people do business with persons that they can trust and as such he continues to build and maintain long-lasting relationships with clients cemented in integrity, competence and superior customer service.
‘Sharing knowledge empowers clients to make the right decisions and people do business with those who empower them’ – Samir Baksh
Nadira Seepersad, Director – Business Development
(868) 713 9403
Nadira Seepersad (left) and Samir Baksh (right) accept the TTAIFA Top Male Producer Challenge Trophy for 2020.
Nadira has worked in the Financial Industry for over two decades having accumulated experience in Retail Banking, Asset Management, Financial Planning, Credit Management, Insurances and Investment Advisory Services.
During her tenure in the Financial Sector she also gained valuable knowledge and extensive experience in training, event planning, communication, marketing and business development. This has worked to strengthen her skills in sales and prospecting leading to her role as Director – Business Development within the Fortitude Team. Her keen understanding of human behaviour and willingness to listen and build relationships as opposed to product selling has made her a Financial Planner that clients turn to for trusted advice in every aspect of planning for their future.
Nadira is a firm believer in sharing knowledge at no cost and after completing her Certification as a Financial Advisor in 2006 has hosted several financial literacy seminars across Trinidad and Tobago. Top CFP Graduate from Roytec in 2008 having completed the Advocis CFP® Designation Program, she opened her workshops to corporations as part of their Employee Financial Wellness Programs. She has also prepared material to be used in seminars organized by Banker’s Association of Trinidad and Tobago and has facilitated financial seminars on behalf of the Tobago House of Assembly. Making use of the extra time during the pandemic, Nadira went on to complete the CFP® through the American College for Financial Advisors and achieved 100% in her final comprehensive course.
Nadira has also done work with the Volunteer Center of Trinidad and Tobago in the capacity of Volunteer Relationship Manager to use her knowledge to aid the Center in recognising and rewarding their volunteers and using this to also recruit and keep new volunteers across Trinidad and Tobago and the Caribbean.
Nadira has brought her understanding of the financial sector as well as financial instruments to Fortitude to offer the full suite of Financial Planning services to both individual and corporate clients. She continues to approach life and work following the motto of her high school ‘non nobis solum sed omnibus’ meaning ‘not for ourselves only but for all’.
Whether you’re looking for retirement planning, investments or insurances, at Fortitude Financial we’re here to provide you with some of the best options the market has to offer. Message or call us today to discuss how we can fortify your portfolio.