Ashim is a financial professional with extensive knowledge of financial and wealth planning. He has worked in the financial services industry for over 10 years providing affluent clients with comprehensive wealth planning solutions. Ashim is a Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA) Level II candidate, and a member of FP Canada & CFA Institute. He has obtained his Bachelor of Commerce and MBA Finance in India. Ashim is dedicated to his professional development through continuous education. Ashim has worked with a broad range of clients with diverse financial goals, including professionals, senior executives, business owners, retirees and families. Ashim provides wealth management solutions and financial strategies in the areas of retirement planning, taxation, cash management, education planning, insurance planning, estate and intergenerational wealth transfer planning. Ashim is devoted to providing high-quality advice to help his clients achieve their financial goals. Outside of working hours, Ashim likes travelling and exploring new destinations, keeping active with running and scuba diving, and spending time with his family and friends.
We work together to achieve your goals
We are driven by our passion for helping individuals and businesses
build and protect their wealth so that they can sleep at night and
leave a lasting legacy for their loved ones.
Our investment professionals | Team Wood
Wealth Advisor
Kathy leads an investment advisory team that has been committed to
the financial success of client families since 1987. Her mandate is
to provide tax smart investment managment and big-picture financial
planning strategies utilzing our "Eat Where You Cook"
investment philosophy.
Wanda Zess
Wealth Associate
Wanda brings her extensive financial services experience in both operations and client relations to bear in running the day-to-day operations of the Team. Her excellent administrative ability as well as her enthusiasm and dedication allow clients to be rest assured that their financial needs and inquiries will be addressed.
Our expert partners | National Bank Financial
Ashim Khanna, MBA, CFP
Senior Advisor, Estate Planning²
National
Bank of Canada
Geneviève Gosselin-Tardif, Civil LL.B., J.D.
Senior Advisor, Estate Planning²
National
Bank Financial - Wealth Management
Genevieve has more than 12 years of experience as a lawyer. She holds a Civil Law degree (LL.B.) (2008) and Common law and transnational diploma (J.D.) (2010). She is a member of the Law Society of Ontario and Barreau du Québec.
Prior to joining National Bank as a Senior Advisor, Estate
Planning, Genevieve was in private practice primarily in the area of
Wills and Estates Law and Family Law. Her clientele included
professionals, entrepreneurs, young families and blended
families.
Genevieve is passionate about estate planning and aims to offer
clients professional and valuable services. She is fully bilingual
(French and English)
On a personal note, Genevieve has a thriving young family that
takes up her personal time.
David Rowe
Insurance & Estate Specialist³
National
Bank Insurance Firm
David has over 40 years of Banking and Insurance experience. Specializing in Advanced Estate Planning, Business Succession and Personal Lines of Insurance coverage has permitted him to assist a wide variety of individuals. He works primarily with Executives, Professionals and Business Owners, providing succession, conservation and other protection strategies.
David started his career with Scotiabank, holding senior positions both nationally and internationally before joining Confederation Life as an agent in 1981. His Agency, Wealth Insurance Group Inc., has been a Partner of National Bank Insurance Firm (and its predecessor) for the past 16 years.
Over the years, his methodical and detailed approach in uncovering exactly what the client wishes to happen to their estate, has led to many successful action plans and satisfied clients.
Sara Philipose
Mortgage Development Manager⁴
National
Bank of Canada
Sara specializes in helping clients meet their lending goals including mortgages, secured home equity lines of credit, and rental property financing in addition to various National Bank of Canada banking plan options. She has expertise in planning lending strategies for high net worth clients, professionals and self-employed individuals.
- Financial Planners are authorized to act in the field of
Financial Planning. They exercise their duties for National Bank
Financial Inc., a financial planning firm.
- We
work closely with the Taxation, Retirement and Estate Planning Team
from National Bank Trust, made up of multidisciplinary experts who
provide knowledge and advice that complement our service offering.
These experts assist us in providing the best solutions for your
personal finances related to taxation, retirement and estate
planning.
- Insurance products and services are
provided by National Bank Insurance Firm (NBIF) or by NBF Financial
Services (NBFFS), as applicable. NBIF and NBFFS are not members of
Canadian Investor Protection Fund (CIPF). Insurance products are not
protected by CIPF.
- Financing solutions are
subject to credit approval by National bank.
- For details and conditions of the offer, please contact your advisor.
