Suggested:

Zaman Sahi

CFP®, CIM®, TEP
Wealth AdvisorClient Relationship Manager
zsahi@nicolawealth.com|437-317-7695

Overview

Zaman works primarily with incorporated professionals across the Greater Toronto Area, drawing on over 16 years of wealth management experience.

Before joining Nicola Wealth, Zaman served as Senior Vice President of Advisory Services at a mid-sized wealth management firm, where he led integrated planning for incorporated professionals and business owners across more than 150 client households. He works primarily with lawyers and dentists on the full range of their financial complexity, from corporate tax planning and surplus management to succession and estate structuring.

Zaman holds the Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), and Trust and Estate Practitioner (TEP) designations, and is completing his Chartered Life Underwriter (CLU®) designation. His estate and trust planning expertise supports owner-managers navigating intergenerational wealth transfer, corporate estate structures, and legacy planning.

Beyond his practice, Zaman has a longstanding interest in teaching, and until recently taught financial planning part-time at a college in Kitchener, Ontario. He lives in Milton with his wife and three daughters, and enjoys staying active, exploring new cuisines, and traveling with his family.


Insights from Zaman

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