Ahmed Mahiyan, Cfa, Cmt, Cfp (Canada, Us), Mfin

Ahmed Mahiyan, Cfa, Cmt, Cfp (Canada, Us), Mfin Email and Phone Number

Specialize in US-Can Cross-Border | Families with Disability | Pre-Retirees @ Nextgen Financial Planning Inc.
Ahmed Mahiyan, Cfa, Cmt, Cfp (Canada, Us), Mfin's Location
Greater Toronto Area, Canada, Canada
Ahmed Mahiyan, Cfa, Cmt, Cfp (Canada, Us), Mfin's Contact Details

Ahmed Mahiyan, Cfa, Cmt, Cfp (Canada, Us), Mfin work email

Ahmed Mahiyan, Cfa, Cmt, Cfp (Canada, Us), Mfin personal email

n/a
About Ahmed Mahiyan, Cfa, Cmt, Cfp (Canada, Us), Mfin

I am a Financial Planner and an Associate Advising Representative (Portfolio Manager) at Nextgen Financial Planning Inc. Nextgen Financial Planning Inc. is a registered Portfolio Manager, opting to do business as an Advice Only Fiduciary Financial Planning firm with security advice capability. We provide actionable investment recommendations along with robust financial and tax planning which are easy to implement by the client on their self-directed accounts. We focus on keeping financial planning at the center of our conversation and adding investment consultancy to meet the client's objectives. I also run FIRE Financial Inc. where I help clients who do not qualify for high-net-worth advisors using the robo-advisor platform Nest Wealth. Previously, I taught financial planning courses at Seneca College and worked at two of Canada's "Big 5 Banks", where I advised clients to achieve their investment needs and retirement goals. I focused on bringing outside investment and growing the branch book size in these roles.Academically, I completed a thesis-based master's degree in Finance from the University of Saskatchewan and a bachelor's degree in Economics from the University of Dhaka. I am a Chartered Financial Analyst (CFA) & Chartered Market Technician (CMT) charter holder and a Certified Financial Planner (CFP) professional both in Canada and the USA. I previously held Chartered Life Underwriter (CLU) and Personal Financial Planner (PFP) designations.Skills: Comprehensive Financial Planning, Investment, Wealth Management and Retail Banking, Technical Analysis, Short term trading, Teaching financial concepts etc.

Ahmed Mahiyan, Cfa, Cmt, Cfp (Canada, Us), Mfin's Current Company Details
Nextgen Financial Planning Inc.

Nextgen Financial Planning Inc.

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Specialize in US-Can Cross-Border | Families with Disability | Pre-Retirees
Ahmed Mahiyan, Cfa, Cmt, Cfp (Canada, Us), Mfin Work Experience Details
  • Nextgen Financial Planning Inc.
    Associate Advising Representative (Portfolio Manager)
    Nextgen Financial Planning Inc. Feb 2023 - Present
    Mississauga, Ontario, Canada
    Nextgen FP is a Portfolio Management company focusing on Do It Yourself (DIY) investors who want to get investment recommendations on their self-directed investment accounts. Nextgen FP also supports unregistered (those who do not want to hold securities licenses) Financial Planners (CFP/CPA) to implement security selection (i.e. investment consulting) of their financial plans.Nextgen FP builds investment portfolios primarily with ETFs and stocks only after completing a comprehensive financial plan. My role at Nextgen FP is to:- Research and build investment portfolios- Complete comprehensive financial plans - Stay up to date on US-Canada Cross border financial and tax issues- Lead business development and liaise with external financial planners (i.e. CFP/CPA)- Develop social media strategies and create video and written content- Prepare Canadian and US tax returns for clients and help in-house CPAs during tax seasons- Customize technology with IT developers to meet business needs
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  • Fire Financial Inc.
    Ceo And Financial Planner
    Fire Financial Inc. Jul 2022 - Present
    Toronto, Ontario, Canada
    FIRE Financial is an independent wealth management firm providing unbiased financial advice. FIRE stands for Financial Independence, Retire Early. FIRE Financial works with motivated clients to achieve financial freedom so that they can enjoy life and work on their own terms.As a fiduciary Financial Planner, I must put your interest ahead of mine. Please check out my website www.firefinancialinc.com for the different service levels.
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  • Seneca College
    Adjunct Professor
    Seneca College Jan 2022 - Aug 2022
    Greater Toronto Area, Canada
    • Teach financial planning courses
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  • Cibc
    Mobile Investment Consultant
    Cibc Apr 2019 - Jun 2022
    Greater Toronto Area
    • Consult with clients to determine financial needs and goals and work with appropriate banking center partners• Train and mentor Financial Service Representatives (FSR) and Financial Advisors (FA) in different areas of financial planning• Involve in community events to build a network with clients, centers of influence (COI), banking center leaders and other partners• Establish business plans with the banking center leaders to increase the managed money volume (i.e. mutual fund, market-linked GIC, long term GIC, etc.)
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  • Rbc
    Financial Advisor
    Rbc Jul 2018 - Apr 2019
    North York, Ontario, Canada
    o Built a strong relationship with clients with complex credit and investment need o Cultivated and maintained relationships with partners such as investment retirement planner, financial planner, business account manager, and mortgage specialist to make the most of business opportunities and referralso Retained exiting mortgage business and investment holdings to keep branch book size intacto Focused on client education and demonstration, leveraged technology to deliver a memorable client experience, drive sales, and retained businesso Educateded colleagues regarding digital channels and supported them to become digitally enabled advisorso Responded to client-initiated contact and assisted them with a full range of financial transactionso Proactively took ownership of resolving and prevented client banking problems
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  • Rbc
    Banking Advisor
    Rbc Jan 2016 - Jul 2018
    North York, Ontario, Canada
    o Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing advice on investing and debt management, as well as identifying sales and referral opportunities • Focus on client education and demonstration, leveraging technology to deliver a memorable client experience, drive sales, and retain businesso Respond to client-initiated contact, assisting them with a full range of financial transactionso Actively listen and engage clients in conversation to further understand their individual needso Proactively take ownership of resolving and preventing client banking problemso Cultivate and maintain relationships with partners such as investment and mortgage specialist to make the most of business opportunities and referrals
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  • University Of Saskatchewan
    Graduate Teaching Assistant
    University Of Saskatchewan Sep 2013 - Apr 2015
    Saskatoon, Saskatchewan, Canada
    o Tutored undergraduate students and graded assignments for Business Statistics I (COMM 104),Introduction to Finance (COMM 203), Intermediate Corporate Finance (COMM 363), SecurityAnalysis and Evaluation (COMM 367) and Financial Modelling with Spreadsheets (COMM 465) withexcellent feedback
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  • Dembroski Student Managed Portfolio Trust, University Of Saskatchewan
    Financial Analyst (Volunteer Position)
    Dembroski Student Managed Portfolio Trust, University Of Saskatchewan Sep 2013 - Dec 2014
    o Co-managed the portfolio worth over C$1,000,000 with other classmateso Team focus: oil and gas, and pharmaceuticals with long-term value investment style
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  • Monist It Ltd.
    Chief Operating Officer
    Monist It Ltd. Jun 2013 - Aug 2013
    Dhaka
    o Led the development and preparation of short-term and long-term plans and budgetso Insured that all activities were performed in compliance with company rules and regulationso Developed adequate and equitable personnel policies throughout the organisation, including compensation policies and employee benefit plans
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  • Monist It Ltd.
    Analyst
    Monist It Ltd. Jun 2012 - May 2013
    Dhaka, Bangladesh
    o Conducted market research to assess the demand for new products and coordinated team memberso Established e-commerce strategies and maintained social media websiteso Prepared legal documents and business reports, and oversaw financial transactions
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Ahmed Mahiyan, Cfa, Cmt, Cfp (Canada, Us), Mfin Skills

Valuation Sas Programming Financial Analysis Portfolio Management Data Analysis Microsoft Excel Corporate Finance Personal Financial Planning Stata Finance Business Analysis Capital Markets Entrepreneurship Business Strategy Business Planning Economics Business Development Team Management Financial Modeling Teaching Leadership Social Media Marketing Competitive Analysis Risk Management Start Ups Microsoft Word Fx Trading Microsoft Office Visual Basic For Applications Personal Finance Big Data Analytics R Python Hadoop Teamwork Microsoft Powerpoint Research

Ahmed Mahiyan, Cfa, Cmt, Cfp (Canada, Us), Mfin Education Details

Frequently Asked Questions about Ahmed Mahiyan, Cfa, Cmt, Cfp (Canada, Us), Mfin

What company does Ahmed Mahiyan, Cfa, Cmt, Cfp (Canada, Us), Mfin work for?

Ahmed Mahiyan, Cfa, Cmt, Cfp (Canada, Us), Mfin works for Nextgen Financial Planning Inc.

What is Ahmed Mahiyan, Cfa, Cmt, Cfp (Canada, Us), Mfin's role at the current company?

Ahmed Mahiyan, Cfa, Cmt, Cfp (Canada, Us), Mfin's current role is Specialize in US-Can Cross-Border | Families with Disability | Pre-Retirees.

What is Ahmed Mahiyan, Cfa, Cmt, Cfp (Canada, Us), Mfin's email address?

Ahmed Mahiyan, Cfa, Cmt, Cfp (Canada, Us), Mfin's email address is ah****@****ages.ca

What schools did Ahmed Mahiyan, Cfa, Cmt, Cfp (Canada, Us), Mfin attend?

Ahmed Mahiyan, Cfa, Cmt, Cfp (Canada, Us), Mfin attended University Of Saskatchewan, University Of Dhaka, Inceif, The Global University Of Islamic Finance.

What are some of Ahmed Mahiyan, Cfa, Cmt, Cfp (Canada, Us), Mfin's interests?

Ahmed Mahiyan, Cfa, Cmt, Cfp (Canada, Us), Mfin has interest in Social Services, Economic Empowerment, Politics, Civil Rights And Social Action, Gaming, Education, History Etc, Poverty Alleviation, Science And Technology, Instrumental And Classical Music.

What skills is Ahmed Mahiyan, Cfa, Cmt, Cfp (Canada, Us), Mfin known for?

Ahmed Mahiyan, Cfa, Cmt, Cfp (Canada, Us), Mfin has skills like Valuation, Sas Programming, Financial Analysis, Portfolio Management, Data Analysis, Microsoft Excel, Corporate Finance, Personal Financial Planning, Stata, Finance, Business Analysis, Capital Markets.

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