Ashim is a financial professional with 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 obtained his Bachelor of Commerce and MBA Finance in India. Ashim is dedicated to his professional development through continuous education. Ashim has worked with a broad range of clients with diverse financial goals, including professionals, senior executives, business owners, retirees and families. Ashim 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 devoted to providing high-quality advice to help his clients achieve their financial goals. 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.
We Work Together to Achieve Your Goals
Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.
We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.
Book An Expert Consultation
Our team is well aware that knowing the landscape in a challenging environment is crucial to reaching our clients’ goals. We've been innovating for over two decades, which has given us the knowledge, expertise and process to quickly start and support new client relationships well. No matter your situation, our team consistently provides value through our expert advice and strategies, custom institutional product development, and a full range of investment products and related services addressing the short, medium and long-term goals of our clients.
We would be proud to help your team by delivering timely expert advice. Contact us to arrange a no-cost, no-obligation, individualized consultation, covering any questions or topics you'd like to discuss. We can talk over the phone, via Skype or email, or in person - whatever is easiest for you.
Our Team of Experts
Senior Wealth Advisor, B.Comm. (Hons.), PFP
English, French, Spanish, Portuguese, Italian
Damian Bruton
Senior Wealth Associate
Our Partners
Ashim Khanna, MBA, CFP
Senior Advisor, Estate Planning2
National
Bank of Canada
Christine King, J.D., TEP
Senior Advisor, Estate Planning
National
Bank of Canada
As a Trust and Estate Planning Professional, Christine provides client centric comprehensive advice and estate plans for National Bank Financial clients. She provides guidance and strategic advice that addresses the personal wealth transfer goals and potential pitfalls of each unique client and/or family – all with the ultimate objective of creating peace of mind.
Christine’s legal experience includes private practice as well as a major financial institution. She has a particular strength in the world of Trusts. Christine completed her undergraduate studies at McGill University prior to obtaining her law degree from the University of Saskatchewan.
She is a member of the Law Society of Ontario, the Canadian Bar Association, Canadian Tax Foundation, and is a designated Trust and Estate Practitioner (TEP) as granted by the Society of Trust and Estate Practitioners.
We work closely with this team 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.
