Spoken languages : English
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.