Services We Offer

Advice Only

Unbiased financial guidance without managing your assets directly, ensuring transparency and removing conflicts of interest.
Learn more about Advice Only

Integrated Wealth Management

Comprehensive financial services, including financial goal planning, investment management and tax preparation, tailored to meet your unique financial goals.
Learn more about Integrated Wealth Management

Group Coaching

Financial counselling to employers and individuals, helping participants improve their financial knowledge and achieve their financial goals.
Learn more about Group Coaching

Master Class

On-demand video lessons and actionable tools offer in-depth, self-paced learning on various financial subjects, empowering individuals to manage their finances effectively.
Learn more about Master Class


REVIEWS


What Clients Say

“Ahmed educated me on building my investment portfolio and made me understand the intricacies of the Canadian housing market from a first-time home buyer’s perspective. He is friendly and knowledgeable. He was upfront about the ‘hidden costs and foreseeable risks. Having a diverse yet relevant background, he was able to answer my advanced questions. He seemed to be an honest and reliable professional who is capable of meeting various client needs.”

Economist at Government of British Columbia

“Ahmed is highly knowledgeable and professional. I have been his client for the last two years and he is so pleasant to deal with. What is exceptional about him is that he is there to help and respond to any questions, anytime, a very humble person.”

Internationally Trained Doctor

Scroll to top