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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Zaman Sahi

CIM, CFP


Position

Senior Wealth Planning Associate


Zaman Sahi

CIM, CFP

Zaman joined Nicola Wealth with over 12 years of industry experience. Most recently, he was at a mid-sized wealth management firm where he worked as the Senior Vice President of Advisory Services, focusing on providing holistic planning for dental professionals and managing over 150 households.

As someone who is intrinsically motivated to self-improve, Zaman challenges himself through continuous education while constantly seeking stretch opportunities. He holds his Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations and is currently in the process of obtaining his Trust and Estate Practitioner (TEP) designation.

Zaman is passionate about helping others expand their knowledge in financial planning and currently teaches part-time at a college in Kitchener, Ontario.


Question & Answers

  • Best concert ever attended?

    Ovation festival in Stratford back in 2005. It introduced me to quite a few names in Canadian music including Finger Eleven, Hedley, OLP, K-OS etc.

  • What is your favorite website to waste time on?

    Personal finance on Reddit.

  • What languages do you speak?

    English, Urdu, and Punjabi

  • Retirement Dreams?

    Travel through Europe.