Ahsan Mahmood
Senior Investment Analyst at Our Family Office Inc.- Claim this Profile
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English Native or bilingual proficiency
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French Limited working proficiency
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Urdu Native or bilingual proficiency
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Bio
Frank Cipolla
Ahsan was a trusted and competent member of our client facing planning team! Not only did he excel at prepping client materials, but was instrumental in delivering these projects.
Makarand Deshpande, MBA, CFP®, FCSI® , CIM®, CLU®
Ahsan joined our team to help 80+ advisors to create personalized financial plans for our prospects and clients. He thus developed a keen understanding and appreciation for the importance of holistic financial planning as he became an expert in this field within a short time. Ahsan helped me and several other advisors to strategize the best options to a wide range of prospects and clients, right from the mass affluent to ultra high net worth. It was the strategic plans created by Ahsan that helped me and many others winning the confidence of these prospects and clients. During our association I found Ahsan to be trustworthy and dependable professional.
Frank Cipolla
Ahsan was a trusted and competent member of our client facing planning team! Not only did he excel at prepping client materials, but was instrumental in delivering these projects.
Makarand Deshpande, MBA, CFP®, FCSI® , CIM®, CLU®
Ahsan joined our team to help 80+ advisors to create personalized financial plans for our prospects and clients. He thus developed a keen understanding and appreciation for the importance of holistic financial planning as he became an expert in this field within a short time. Ahsan helped me and several other advisors to strategize the best options to a wide range of prospects and clients, right from the mass affluent to ultra high net worth. It was the strategic plans created by Ahsan that helped me and many others winning the confidence of these prospects and clients. During our association I found Ahsan to be trustworthy and dependable professional.
Frank Cipolla
Ahsan was a trusted and competent member of our client facing planning team! Not only did he excel at prepping client materials, but was instrumental in delivering these projects.
Makarand Deshpande, MBA, CFP®, FCSI® , CIM®, CLU®
Ahsan joined our team to help 80+ advisors to create personalized financial plans for our prospects and clients. He thus developed a keen understanding and appreciation for the importance of holistic financial planning as he became an expert in this field within a short time. Ahsan helped me and several other advisors to strategize the best options to a wide range of prospects and clients, right from the mass affluent to ultra high net worth. It was the strategic plans created by Ahsan that helped me and many others winning the confidence of these prospects and clients. During our association I found Ahsan to be trustworthy and dependable professional.
Frank Cipolla
Ahsan was a trusted and competent member of our client facing planning team! Not only did he excel at prepping client materials, but was instrumental in delivering these projects.
Makarand Deshpande, MBA, CFP®, FCSI® , CIM®, CLU®
Ahsan joined our team to help 80+ advisors to create personalized financial plans for our prospects and clients. He thus developed a keen understanding and appreciation for the importance of holistic financial planning as he became an expert in this field within a short time. Ahsan helped me and several other advisors to strategize the best options to a wide range of prospects and clients, right from the mass affluent to ultra high net worth. It was the strategic plans created by Ahsan that helped me and many others winning the confidence of these prospects and clients. During our association I found Ahsan to be trustworthy and dependable professional.
Experience
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Our Family Office Inc.
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Canada
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Financial Services
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1 - 100 Employee
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Senior Investment Analyst
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Dec 2021 - Present
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Richardson Wealth
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Canada
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Financial Services
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700 & Above Employee
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Managed Accounts Analyst, Trading and Modelling
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May 2019 - Dec 2021
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Mackenzie Investments
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Canada
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Investment Management
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700 & Above Employee
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Portfolio Operations Associate
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Nov 2018 - May 2019
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IG Wealth Management
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Canada
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Financial Services
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700 & Above Employee
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PFP (NaviPlan) Specialist
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Oct 2017 - Sep 2018
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Falcon Lam
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Canada
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Business Skills Training
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1 - 100 Employee
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Summer Intern
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May 2015 - Aug 2015
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Education
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2012 - 2016
McGill University
Bachelor of Arts (B.A.), Economics, Minor Finance -
1996 - 2011
Karachi Grammar School
GCE O, AS & A Level, Economics, Mathematics, Accounting, World Geography, Psychology
Community
