Ahmad Bakhshai

FP Canada™ Fellow

Associate Vice-President, Advanced Wealth Planning

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

Ahmad joined Wellington-Altus in January 2024 and is based in Toronto, ON. He 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 a decade of advanced multi-disciplinary experience in the wealth management space. Following different roles at Canadian financial institutions as both a Wealth Advisor and Director, Wealth Planning, he joined Wellington-Altus to focus exclusively on planning.

Prior to moving to Toronto, Ahmad 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 one of the seven nationwide finalists in the PlanPlus Canada Financial Planning Awards financial planning competition in 2019. More recently, 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.

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

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