CFP®, PFP®, CIM®
Wealth Planner, Advanced Wealth Planning
Behdad Ahmadi is a Wealth Planner based in Toronto, ON, dedicated to empowering clients with clear and actionable personal finance strategies. He excels at simplifying complex financial concepts, ensuring clients feel confident in optimizing their wealth plans to achieve their unique goals. For Behdad, financial planning goes beyond numbers—it’s a personalized reflection of each client’s values and aspirations.
Before joining Wellington-Altus, Behdad built his expertise in the financial services industry with two major Canadian banks. In these roles, he managed comprehensive client relationships and provided tailored financial advisory services across all aspects of wealth management, including credit, investment management, tax planning, retirement, and estate planning. His move to Wellington-Altus reflects his passion for focusing exclusively on delivering robust, client-centric financial planning solutions.
Behdad holds the CERTIFIED FINANCIAL PLANNER®, Personal Financial Planner (PFP®), and Chartered Investment Manager (CIM®) designations, demonstrating his commitment to professional excellence.
Outside of work, Behdad enjoys travelling and immersing himself in the world of science fiction films.