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

Alexandra McInroy

Premium Banker

National Bank of Canada

Alexandra has over 25 years of industry experience and brings a wide array of knowledge and expertise to her role as a Premium Banker with National Bank.

Being a native of Halifax and having lived and worked in Ontario, she has a caring and detailed approach in how she interacts, advises and works specifically with National Bank Financial Wealth Advisors and their clients.

As a Premium Banker, Alexandra provides a full suite of Banking and Lending solutions tailor-made for NBFWM clients and their specific needs and goals. She is relationship-focused and delivers a superior experience with her expert-knowledge, professionalism, and dedication to clients.

She enjoys spending time with family and friends, hiking, walking and enjoying nature.

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

Photo of Cory Papineau, Senior Advisor, Financial Planning & Advisory Services, collaborator

Cory Papineau, BA, CFP

Senior Advisor, Financial Planning & Advisory Services¹

National Bank Financial - Wealth Management

Cory has worked in the financial services industry for over 20 years, providing clients with accurate, timely and comprehensive financial planning solutions. He holds a Bachelor of Arts degree from the University of Manitoba and has obtained the Certified Financial Planner (CFP) designation.

Cory has worked with a wide range of clients, including business owners, professionals, retirees and families. He provides wealth management solutions and financial strategies in the areas of retirement planning, tax planning, cash management, estate and insurance planning. Cory has continually developed his skills and knowledge through education, mentorship and hands-on experience.

Cory’s motto is Plan Well. Live Better. He is an advocate for financial planning as a foundation for helping clients live the life they want to live.

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

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.