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Ehsan Moafi Email & Phone Number

Investment Advisor at Wood Gundy - CIBC Private Wealth at CIBC Wood Gundy

Location: Canada 4 work roles 3 schools

1 work email found @indochino.com LinkedIn matched

✓ Verified Jul 2026 4 data sources Profile completeness 100%

Current company

CIBC Wood Gundy

Role

Investment Advisor at Wood Gundy - CIBC Private Wealth

Location

Canada

Company size

2017 employees

Who is Ehsan Moafi? Overview

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Quick answer

Ehsan Moafi is listed as Investment Advisor at Wood Gundy - CIBC Private Wealth at CIBC Wood Gundy, a with 2017 employees, based in Canada. AeroLeads shows a work email signal at indochino.com and a matched LinkedIn profile for Ehsan Moafi.

Ehsan Moafi previously worked as Investment Advisor at Cibc Wood Gundy and Mobile Investment Consultant at Cibc. Ehsan Moafi holds Financial Planning And Services from British Columbia Institute Of Technology.

Company email context

Email format at CIBC Wood Gundy

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{first}.{last}@indochino.com

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Profile bio

About Ehsan Moafi

As an Investment Advisor, Ehsan has a strong desire to assist his clients in achieving their financial and lifestyle goals. And at Wood Gundy, since consistency is key, Ehsan has all the tools and resources to help deliver value proportion to all his clients. He believes “everyone deserves financial freedom” and “financial freedom comes with being proactive and making the right financial decisions." Ehsan holds a Bachelor in International Business Management along with two other degrees and certificates and he is constantly expanding his knowledge of global investments.

Listed skills include Public Speaking, Leadership, Microsoft Office, Microsoft Excel, and 21 others.

Current workplace

Ehsan Moafi's current company

Company context helps verify the profile and gives searchers a useful next step.

Cibc Wood Gundy

Investment Advisor at Wood Gundy - CIBC Private Wealth

canada

Website

cibcwoodgundy.com

Employees

2017

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Company profile

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4 roles

Ehsan Moafi work experience

A career timeline built from the work history available for this profile.

Investment Advisor

Current

Cibc Wood Gundy

Vancouver, British Columbia, Canada

A premier provider of wealth management services, CIBC Wood Gundy (part of CIBC Private Wealth) hasa distinguished heritage of helping investors achieve their goals.

Oct 2022 - Present

Mobile Investment Consultant

Cibc

Vancouver, British Columbia, Canada

• Mentored new financial service representatives in discovery and financial planning basics• Discovered clients needs and involved appropriate teams and partners to ensure delivering professional service• Presented over 10 educational seminars for Vancouver community teams• Researched Vancouver market to have a deep understanding of its demographics and their financial needs• Achieved 1st place in downtown and 88th place in national level within the first 10 months of starting the role

Mar 2020 - Oct 2022

Investment Specialist

G&F Financial Group

4 Branches

• Managing over 400 clients assets under registered and non-registered accounts• Communicating effectively with clients while keeping pace with them, and ensuring they understand their investment objectives, financial goals, and risk tolerance• Exceeded sales target by over 110%• Cultivating positive and enduring relationships with clients built on trust• Training front line staff across 9 branches through one on one sessions and weekly team meetings• Represented G&F at 2019 CCUA National Conference in Winnipeg alongside other CUs in Canada• Presenting financial planning seminars at public libraries• Networking and building an individual client base, keeping current client plans up-to-date, and recruiting new clients on an ongoing basis• Identifying, developing, and securing new client relationships through referrals from the front line• Conducting all aspects of business in a professional manner and high ethical and regulatory standards• Supporting Financial Planners during their absence, to ensure seamless client service

Jun 2019 - Mar 2020

Money Advisor

G&F Financial Group

Vancouver, Canada Area

- Engaged with members to identify their needs and delivered proper advice- Created surveys to research demographics of a targeted region for a new branch; presented the results to the executives- Took the initiative to do business development and raised brand awareness- Initiated new approaches to business development

Mar 2018 - May 2019

Team & coworkers

Colleagues at CIBC Wood Gundy

Other employees you can reach at cibcwoodgundy.com. View company contacts for 2017 employees →

WT

Wes Taylor, Cfa, Cfp Colleague at Cibc Wood GundySt. Catharines, Ontario, Canada View → KB

Karen Bradley Colleague at Cibc Wood GundyOttawa, Ontario, Canada View → BS

Bonita Sabine Colleague at Cibc Wood GundyNorton, New Brunswick, Canada View → C(

Chenchen (Carrie) Qi Colleague at Cibc Wood GundyWaterloo, Ontario, Canada View → RW

Ryan White, Cim, Fma, Pfp Colleague at Cibc Wood GundyBarrie, Ontario, Canada View → NP

Noah Parsons Colleague at Cibc Wood GundyConception Bay South, Newfoundland And Labrador, Canada View → JZ

Jenny Zhu, Cfp. Cim. Ciwm. Fcsi. Fma Colleague at Cibc Wood GundyGreater Toronto Area, Canada View → TG

Ted Grant Colleague at Cibc Wood GundyLondon, Ontario, Canada View → JV

Jason Van Oene Colleague at Cibc Wood GundyEdmonton, Alberta, Canada View → SS

Shanone Sunassee Colleague at Cibc Wood GundyMontreal, Quebec, Canada View →

3 education records

Ehsan Moafi education

Financial Planning And Services

British Columbia Institute Of Technology

Bachelor Of Business Administration (Bba), International Business Management

Langara College

Undergraduate, Materials Engineering

Islamic Azad University,Science And Research Branch

Material Engineering is the intersection of heavy Chemistry with Physics and Mathematics. Studying this program brought me experience.

FAQ

Frequently asked questions about Ehsan Moafi

Quick answers generated from the profile data available on this page.

What company does Ehsan Moafi work for?

Ehsan Moafi works for CIBC Wood Gundy.

What is Ehsan Moafi's role at CIBC Wood Gundy?

Ehsan Moafi is listed as Investment Advisor at Wood Gundy - CIBC Private Wealth at CIBC Wood Gundy.

What is Ehsan Moafi's email address?

AeroLeads has found 1 work email signal at @indochino.com for Ehsan Moafi at CIBC Wood Gundy.

Where is Ehsan Moafi based?

Ehsan Moafi is based in Canada while working with CIBC Wood Gundy.

What companies has Ehsan Moafi worked for?

Ehsan Moafi has worked for Cibc Wood Gundy, Cibc, and G&F Financial Group.

Who are Ehsan Moafi's colleagues at CIBC Wood Gundy?

Ehsan Moafi's colleagues at CIBC Wood Gundy include Wes Taylor, Cfa, Cfp, Karen Bradley, Bonita Sabine, Chenchen (Carrie) Qi, and Ryan White, Cim, Fma, Pfp.

How can I contact Ehsan Moafi?

You can use AeroLeads to view verified contact signals for Ehsan Moafi at CIBC Wood Gundy, including work email, phone, and LinkedIn data when available.

What schools did Ehsan Moafi attend?

Ehsan Moafi holds Financial Planning And Services from British Columbia Institute Of Technology.

What skills is Ehsan Moafi known for?

Ehsan Moafi is listed with skills including Public Speaking, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Entrepreneurship, Social Media, and Research.

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