Ahmed Mohamed is a dedicated Wealth Advisor based in Halifax, focused on helping professionals, business owners, and families build, preserve, and transition their wealth with confidence. With a client-first approach, he provides personalized financial strategies grounded in long-term success. Ahmed brings a strong background in financial services, having held senior advisory roles in retail banking before moving into wealth management. He joined National Bank Financial Wealth Management to offer a more comprehensive, strategic approach through Total Wealth Planning.
Originally from Egypt, Ahmed came to Canada as a scholarship student and earned a finance degree from the University of Prince Edward Island. He holds the CSC, Advanced Financial Planning Certificate, and RFRA designation, and is currently pursuing both the CIM and CFP designations. Through a holistic approach, Ahmed and his team offer integrated solutions spanning investment planning, tax and estate strategies, insurance, banking, and business succession. Passionate about simplifying wealth management, he values transparency, trust, and long-term relationships.
Outside of work, Ahmed is an active member of the community, serving on the Board of Directors for Association of Financial Professionals Atlantic Canada and coaching fitness at GroupFitHFX.