Mona Pourabdollahian, Mba Email & Phone Number

Mona has been a Financial Advisor since 2018, serving high net worth clients looking to protect – and grow – their hard-earned wealth. Her focus is on relationship building, and providing a richer, truly differentiated client experience tailored to individual needs. Prior to working as an Associate Financial Advisor at Assante, Mona was working as a Financial Advisor with a major Canadian bank and prior to that working as a corporate accountant for an accounting and audit firm. Mona takes a disciplined approach to Wealth Management in order to help her clients achieve their goals for retirement planning, wealth planning, debt management and tax planning to name a few– a blueprint that she follows, monitors and uses as her touchstone to ensure consistency. Leveraging the insight and resources of our team, Mona is able to offer a holistic approach – encompassing all aspects of wealth management: investment planning, wealth building, retirement planning, business planning, the impact of life changes, estate & insurance services, tax planning, and philanthropic giving. Mona has a Bachelors in Accounting with a minor in Audit, as well as a Masters in Business Administration (MBA). Mona is Mutual Funds licenced and is currently working towards completing her designation as Certified Financial Planner (CFP).

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  Islamic Azad University Central Tehran Branch

  Bachelor Of Accounting