Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

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Ahmad Soleiman-Panah

CFP Canada & US, CIM, CLU


Position

Wealth Advisor | Client Relationship Manager

Cross Border Specialist


Ahmad Soleiman-Panah

CFP Canada & US, CIM, CLU

Ahmad is a Wealth Advisor in the firm’s Vancouver office, where he specializes in cross-border financial planning for individuals, families, and business owners with ties to the United States. He takes pride in simplifying the complex world of cross-border planning.

Ahmad has over a decade of experience in the financial services industry and joined Nicola Wealth in 2014. He is among a small group of advisors in North America that are licensed as CERTIFIED FINANCIAL PLANNER™ professionals by both the CFP Board in the United States and the Financial Planning Standards Council in Canada. His insights have been quoted in publications such as Forbes and Wealth Professional.

Nicola Wealth is a Registered Investment Advisor with the SEC, with the ability to manage U.S. retirement accounts for Canadian and U.S. residents. Our dual capabilities uniquely position Ahmad to serve cross-border professionals relocating between Canada and the United States, including tech industry executives, university professors, and athletes.

Ahmad’s advisory experience includes:

  • Cross border analysis: Assisting clients where cross border issues are relevant, including financial planning, tax planning and compliance, investing and immigration
  • Retirement planning: Developing strategic recommendations for the ongoing management of U.S. and Canadian retirement accounts, in order to save taxes now and maximize after-tax cash flows during retirement
  • Corporate planning: Analyzing corporate structures in order to optimize after-tax compensation and wealth accumulation
  • Financial planning: Creating and implementing unique financial plans, and monitoring them over time to ensure success
  • Tax planning: Helping clients stay informed of tax planning opportunities and creating strategies that maximize after-tax savings
  • Estate planning: Assisting clients in planning for the efficient transfer of wealth
  • Investment analysis: Creating customized investment portfolios tailored to meet each investor’s unique needs and circumstances
  • Charitable giving: Helping clients maximize the impact of their charitable giving, while properly planning and utilizing tax benefits

Ahmad is a strong advocate for mental health and financial literacy. He currently sits on the boards of both the Canadian Mental Health Association (CMHA) in the North Shore and the Hope Center Café at Lions Gate Hospital. He is a long-time volunteer with Junior Achievement of British Columbia, where he teaches financial literacy courses to youth at local elementary and high schools.

In addition to his CFP® certifications, Ahmad holds the Chartered Investment Manager (CIM®) designation and is a Level 2 Candidate of the Chartered Financial Analyst (CFA®) Program. He is licensed to provide life and disability insurance recommendations in Canada.

Outside of the office, Ahmad’s passions are baseball, travelling, and spending time with his family and wife, Natalie.


Question & Answers

  • I can't live without my...

    My wife, Natalie.

  • Favourite movie?

    Shawshank Redemption or Usual Suspects

  • Words my father taught me:

    You have only lived half your life if you had no one to share it with.

  • What is your favourite Canadian city other than Vancouver?

    Toronto. I get to watch the Jays.

  • What languages do you speak?

    Farsi

  • Favourite music genre?

    Country...shhhhh!