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.
