Ahmad Bakhshai

“Compound interest is the eighth wonder of the world. He who understands it, earns it; he who doesn’t, pays it.” – Albert Einstein

 Ahmad is based in Toronto and advises high-net-worth families and business owners on developing wealth planning solutions that address retirement, tax, estate, business and wealth succession, and philanthropic planning.

Ahmad possesses over 15 years of advanced multi-disciplinary experience in the wealth management space, following different roles at Canadian financial institutions.

Ahmad has served on the executive committee of the Eastern Ontario chapter for the Estate Planning Council. Known for his ability to explain complex financial concepts to a broad audience he is also an Adjunct Professor at Queen’s University where he enjoys sharing his passion for finance with the young minds of tomorrow. Ahmad is a regular contributor to FP Canada™ and has volunteered with numerous other organizations in various capacities.

Ahmad was named as top 40 under 40 Rising Star by Wealth Professional Canada Magazine, he was one of the seven nationwide finalists in the PlanPlus Canada Financial Planning Awards financial planning competition in 2019, and in 2023 he was awarded the prestigious FP Canada™ Fellow distinction in recognition of having made significant contribution to furthering the organization’s mandate to lead the advancement of professional financial planning in Canada. More recently, Ahmad was recognized for the Financial Literacy Champion Award in 2025.

Ahmad has a B.Comm with Honours from Queen’s University, is a CFA® Charterholder, and has obtained the CFP®, TEP, FEA, CLU, and FCSI® designations.