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.
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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.
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Ashim Khanna, MBA, CFP
Senior Advisor, Estate Planning2
National
Bank of Canada
Dan Liao
Mortgage Development Manager
National Bank
With over 15 years of experience at National Bank of Canada, I am a seasoned Mortgage Specialist committed to providing thoughtful, client-centered service. I specialize in tailoring mortgage solutions to meet the unique needs of a wide range of clients, with particular expertise in assisting healthcare professionals and first-time homebuyers.
My in-depth knowledge of mortgage products, lending regulations, and financing strategies allows me to guide clients through every stage of the home financing process with clarity and confidence. I also work extensively with experienced real estate investors, including those managing portfolios of up to 40 residential units, whether held personally or through corporate entities.
I take pride in building long-term relationships based on trust, transparency, and sound financial advice. My goal is to ensure each client feels informed, supported, and empowered as they make important decisions about homeownership or real estate investment.
Marie-Claude Blanchet, CFP, R.F.P., CIM, FCSI.
Senior Financial Planning Consultant
National
Bank of Canada
Marie-Claude has been a financial planner for over 25 years, providing comprehensive financial planning advice to a wide range of clients, including business owners, senior executives, physicians and retirees. She provides wealth management solutions and financial strategies in the areas of retirement planning, tax planning, cash management, estate and gift planning, and insurance planning. As a planner, Marie-Claude has worked in a variety of financial institutions: niche-market financial institutions (educators and physicians), bank-owned wealth management divisions and a small financial planning firm dealing with high-net-worth clients. Marie-Claude obtained her Bachelor of Commerce (Hons) from the University of Ottawa and holds the Certified Financial Planner (CFP), Registered Financial Planner (RFP), Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations.
Bryan Ference, CLU, CHS, EPC
Insurance Advisor
National Bank Financial
Bryan brings over 27 years of industry experience to his role as Business Development Manager, Insurance.
Bryan provides education and sales support to Wealth Advisors and their teams. He uses his expertise and experience to provide individualized, intelligent solutions for their clients and prospects.
Bryan is a student of the business and is always striving to enhance his knowledge through profession development courses. He currently holds a CLU(Chartered Life Underwriter) designation, a CHS(Certified Health Specialist) designation as well as the EPC(Elder Planning Counsellor) designation.
