Testimonials

"I have had five different independent and institutional financial advisors over the last 25 years during which time I felt my concerns were ignored and returns were so-so.
Ahmed has been the best Financial Advisor in the true sense of the word. I told him I wanted to true collaborative approach. I wanted to exchange ideas on different investments with honest pro and cons and I would make the final decisions. At no time did I feel pressured to invest one way or another. I’m very satisfied with his service. My returns have never been better. The best investment I ever made was to invest my trust in Ahmed as my Financial Advisor."

K. Health-care Provider

"Ahmed has been wonderful with his guidance. He has made our future plans more achievable and have provided us with great investment ideas and opportunities. Ahmed is always keeping an eye on the markets and our portfolio performance in relation to that. It’s an amazing feeling to be working with someone that we can trust and who has our best interest in his mind."

B.E. Senior Auditor

"Working with Ahmed has helped me understand financial literacy and how to make smarter decisions. It has been invaluable to have someone like Ahmed to trust with my money along with a peace of mind."

O.K. Supply Chain Project Manager

"Wealth management provides ongoing advice and strategies. Having access to tailored advice and long-term planning from Ahmed has helped my wife and I make more informed decisions, prepare for future milestones, and build greater financial confidence and security. Early retirement is no longer a dream but a possibility ever since we started working with Ahmed."

A.E. Internal Auditor

“Before working with banks, the process was continuously confusing especially with trying to navigate the best investment. With Ahmed he streamlined the process and diversified my portfolio to make everything simpler. He has a great personality and gives straight forward information so you can decide what's comfortable for your investment. He takes time to explain everything. I would fully recommend to anyone looking for a Wealth Advisor”
G.M. Electrician

“Ahmed has understood perfectly my personal financial needs and has acted professionally to meet my goals. He has always been helpful and responsive to any questions I had and gave the appropriate advice.”
A.B. Marine Microbiologist (retired)

“The best decision we made with reference to the management and security of our wealth was to move our account to National Bank Financial with the understanding that the team will have the responsibility to manage our account with competence, care, and excellent potential for growth.”

B.M. Professional Engineer (retired)