Ahmad Bakhshai

Ahmad joined Pierre's team in 2018 and is a Wealth Management Professional with a decade of industry experience. Ahmad provides support to the team and takes the lead on all financial planning issues for our clients. Prior to joining the team, he was the Director of Wealth Planning at BMO Private Wealth for the region, where as a technical specialist, he exclusively advised High Net Worth and Ultra High Net Worth families and business owners on complex planning solutions.

Ahmad has a B.Comm with Honours from Queen’s University, he is a CFA® Charterholder, and he holds the CFP, TEP, CLU, and FCSI designations as well.

Education

• Chartered Financial Analyst® Charterholder CFA Institute (2012 — 2014)
• B.Comm (Honours) Queen's University (2006 — 2010)
• Maastricht University (2009 — 2009)

Companies

• Adjunct Professor Smith School of Business at Queen's University (2020)
• Wealth Advisor BMO Nesbitt Burns (2018)
• Academic Assistant/Teaching Assistant Smith School of Business at Queen's University (2008)
• Academic Assistant University of Toronto - Rotman School of Management (2017 — 2021)
• Director, Wealth Planning BMO Wealth Management - Canada (2015 — 2018)
• Financial Consultant Investors Group Financial Services Inc. (2010 — 2015)
• Consultant Queen's Business Consulting (2009 — 2010)
• Tutor Brain Trust (2007 — 2010)
• Consultant TEAM (Technology, Engineering, and Management) (2009 — 2010)