Ashim has extensive knowledge of financial and wealth planning. He
has worked in the financial services industry for over 10 years
providing affluent clients with comprehensive wealth planning
solutions. Ashim is a Certified Financial Planner (CFP®), Chartered
Financial Analyst (CFA) Level II candidate, and a member of FP Canada
& CFA Institute. He has a Bachelor of Commerce and MBA.
Ashim has worked with a broad range of clients with diverse
financial goals, including professionals, senior executives, business
owners, retirees and families. He provides wealth management solutions
and financial strategies in the areas of retirement planning,
taxation, cash management, education planning, insurance planning,
estate and intergenerational wealth transfer planning. Ashim is
passionate about financial planning and devoted to providing
high-quality advice helping our clients achieve their financial goals.
Ashim started his banking career in Toronto with the National Bank
of Canada in 2014, where he was a Personal Banker and later promoted
to Financial Planner. In 2018, he moved to BMO Private Wealth
Management where he further enhanced his knowledge and experience in
Financial Planning. Ashim is very excited to come back to the National
Bank joining the National Bank Financial team as a Senior Advisor,
Financial Planning & Advisory Services.
Outside of working hours, Ashim likes travelling and exploring new
destinations, keeping active with running and scuba diving, and
spending time with his family and friends.