Our financial advisors | Ahmed Advisory Group+ | National Bank Financial

Our financial advisors | Ahmed Advisory Group+

Our collaborative team approach equips our financial partners with the resources needed to tackle even the most complex challenges. With a robust group of in-house specialists in estate planning, taxation, and accounting, we analyze your situation from multiple expert perspectives. As your team works together, each member contributes valuable insights, resulting in a comprehensive plan tailored to your needs, ready for final review and implementation.

Drawing from our collective experience with a diverse range of clients, we’ve learned the importance of sticking to the fundamentals. While principles like long-term investing, diversification, and staying the course may not be flashy, they remain essential pillars of our work. Our disciplined, evidence-based strategies are designed to navigate both smooth paths and uncertain times, ensuring your financial plan is built for stability, not just for ideal conditions.

Our financial advisors | Ahmed Advisory Group+

Ahmed Mohamed

Wealth Advisor

902-496-7721

ahmed.mohamed@nbc.ca

English, Arabic

Ahmed Mohamed is a dedicated Wealth Advisor who partners with entrepreneurs, family‑owned businesses, professionals, and high‑net‑worth families to help them build, preserve, and transfer wealth with confidence.

Ahmed’s approach goes beyond traditional investment management. He focuses on total wealth planning, helping clients navigate the financial complexities that come with success—whether through tax‑efficient investing, corporate wealth strategies, retirement planning, or legacy and estate planning. His client‑first philosophy is rooted in long‑term thinking, clarity, and trust.

With a strong foundation in financial services, Ahmed previously held senior advisory roles in retail banking before transitioning into wealth management. Originally from Egypt, he came to Canada as a scholarship student and earned his finance degree from the University of Prince Edward Island. He holds the Canadian Securities Course (CSC), the Advanced Financial Planning Certificate, and the Registered Financial and Retirement Advisor (RFRA) designation, and is currently pursuing both the Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations.

Working alongside a team of specialists, Ahmed delivers a truly holistic Total Wealth Planning experience. His practice integrates investment management, tax and estate planning, insurance solutions, banking services, and business succession planning—providing clients with a seamless, one‑stop approach to their financial needs. He firmly believes that investment decisions should be guided by a well‑structured total wealth plan, not short‑term market movements.

Transparency, trust, and long‑term relationships are at the core of Ahmed’s practice. His goal is to simplify wealth management and provide clients with a clear, confident roadmap to financial success—today and for future generations.

Based in Halifax, Ahmed is actively involved in the community. He serves on the Board of Directors for the Association of Financial Professionals (AFP) Atlantic Canada and maintains an active lifestyle through fitness and coaching at GroupFitHFX.

Our partners

Our financial advisors | Ahmed Advisory Group+ | National Bank Financial - Wealth Management

Photo of Tricia Carver, Insurance Advisor

Tricia Carver, CPA, CFP, TEP

Insurance Advisor³

National Bank Insurance Firm

Trish has been providing tax and estate services to high net worth clients for over 25 years, combining her knowledge and experience to help affluent families achieve their financial goals.

She began her career working in the audit and tax group of a major accounting firm and from there, spent 18 years in the tax and estate planning division of a life insurance company. Most recently, Trish worked with a large financial institution as a Wealth Strategist, focusing on delivery of planning advice for high net worth clients with complex planning needs.

A graduate of the University of Manitoba (B.Comm.Hons.), Trish also holds her Chartered Accountant designation, is a Certified Financial Planner and has obtained the Trust and Estate Practitioner designation. She is currently serving as Public Relations Officer for the Society of Trust and Estate Practitioners (STEP), Winnipeg chapter.

In her role as Insurance Advisor, Trish supports the team clients to help address their insurance needs, working closely with our Financial and Estate Planning partners.

Our financial advisors | Ahmed Advisory Group+ | National Bank Financial - Wealth Management

Photo of Geneviève Gosselin-Tardif, Senior Advisor, Estate Planning, collaborator.

Geneviève Gosselin-Tardif, Civil LL.B., J.D.

Senior Advisor, Estate Planning²

National Bank Financial - Wealth Management

Genevieve has more than 12 years of experience as a lawyer. She holds a Civil Law degree (LL.B.) (2008) and Common law and transnational diploma (J.D.) (2010). She is a member of the Law Society of Ontario and Barreau du Québec.

Prior to joining National Bank as a Senior Advisor, Estate Planning, Genevieve was in private practice primarily in the area of Wills and Estates Law and Family Law. Her clientele included professionals, entrepreneurs, young families and blended families.

Genevieve is passionate about estate planning and aims to offer clients professional and valuable services. She is fully bilingual (French and English)

On a personal note, Genevieve has a thriving young family that takes up her personal time.

Our financial advisors | Ahmed Advisory Group+ | National Bank Financial - Wealth Management

Abram Yap, CIM

Senior Manager, Wealth Management Solutions Group

National Bank Financial

Our financial advisors | Ahmed Advisory Group+ | National Bank Financial - Wealth Management

Nathalie Lagacé-Albert

Chief Advisor, Pl. Fin.

National Bank Financial

With more than 35 years of experience in the financial industry, including over 12 years with National Bank of Canada, Nathalie has held key roles in financial planning, investment and financial planning support development, and training. Her extensive experience has contributed to the growth and success of advisors and their clients in the area of financial planning across the region.

Our financial advisors | Ahmed Advisory Group+ | National Bank Financial - Wealth Management

Véronik Landry

Premium Banker

National Bank of Canada

Véronik Landry is a Premium Banker with over 19 years of experience at National Bank. As a Premium Banker she commits to offer clients of National Bank Financial - Wealth Management a personalized quality service in regards of their banking and financing needs to help them achieve their goals. Véronik has a Bachelor’s Degree in Business Administration from the University of Moncton and speaks fluently French and English. Outside of the office, she enjoys spending time outdoors exploring the East Coast with her husband Martin and their daughter Mélodie.

Our financial advisors | Ahmed Advisory Group+ | National Bank Financial - Wealth Management

Susan Moore, CPA, CA, TEP

Lead Expert - Wealth Management Solutions

National Bank Financial - Wealth Management

Susan has extensive experience in tax and wealth management and is passionate about client service. She is known for her ability to simplify complicated income tax concepts and client situations to make them understandable. In her most recent role as a Tax Partner at Deloitte, Susan served high net worth clients in corporate, personal, and trust taxation, and lead a program which provided income tax compliance and advice to all Deloitte partners across Canada. Susan also has experience in the Wealth Management business as she spent six years as a Wealth Specialist at RBC Dominion Securities, where she worked with clients to achieve tax-effective solutions and helped develop and strengthen relationships with internal teams and external clients. Prior to that, Susan worked at KPMG for many years.

Susan holds a B. Comm (Honours) from Queen’s University at Kingston, is a Chartered Professional Accountant (Ontario), and has a designation from the Society of Trust and Estate Practitioners. Susan is and has been actively involved in volunteering with various organizations, including Ottawa Salus and the Queen’s Gift Planning Advisory Committee.

Financial Planners are authorized to act in the field of Financial Planning. They exercise their duties for National Bank Financial Inc., a financial planning firm.
We work closely with the Taxation, Retirement and Estate Planning Team from National Bank Trust, made up of multidisciplinary experts who provide knowledge and advice that complement our service offering. These experts assist us in providing the best solutions for your personal finances related to taxation, retirement and estate planning.
Insurance products and services are provided by National Bank Insurance Firm (NBIF) or by NBF Financial Services (NBFFS), as applicable. NBIF and NBFFS are not members of Canadian Investor Protection Fund (CIPF). Insurance products are not protected by CIPF.
Financing solutions are subject to credit approval by National bank.
For details and conditions of the offer, please contact your advisor.