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Ahmad Bakhshai
CFA, CFP, TEP, CLU, FCSI, B.Comm

Address

297 King St.
Kingston, ON K7L3B3

Languages

    English,Persian(Farsi)

My Background

Ahmad runs a Wealth Advisory practice with his business partner Pierre Gaumond, and their associates. Prior, he was the Director of Wealth Planning for the region, where he prepared the Financial Plans for High Net Worth and Ultra High Net Worth clients of BMO Private Wealth. Ahmad is a member of the Estate Planning Council of Eastern Ontario. He is an Academic Assistant at Queen’s and U of T for their Masters Programs, a contributor to FP Canada, and a judge at ICBC, amongst others.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.