Ahmad Soleiman-Panah
CFP® (Canada & U.S.), CIM®, CLU®Wealth Advisor Client Relationship Manager
ahmad@nicolawealth.com|604-739-6469
Overview
Ahmad is a seasoned Wealth Advisor at Nicola Wealth's Vancouver office, where he brings over a decade of expertise in crafting comprehensive financial plans for individuals, families, and business owners. Since joining the firm in 2014, Ahmad has distinguished himself as a trusted advisor to his clients, leveraging his deep understanding of financial planning and markets to guide them towards achieving their goals.
Recognized for his commitment to professional excellence, Ahmad is one of the select few advisors in North America to hold Certified Financial Planner (CFP®) certifications from both the CFP Board in the United States and the Financial Planning Standards Board in Canada. In addition, he has also earned the Chartered Life Underwriter (CLU®) and Chartered Investment Manager (CIM®) designations, and is a level 2 candidate of the Chartered Financial Analyst (CFA®) program. Ahmad is licensed to offer life and disability insurance advice and solutions to his clients in Canada.
Outside of work, Ahmad is committed to advancing social causes, particularly in the field of mental health. He serves on the Board of Directors for the Community Action Initiative, one of British Columbia's leading non-profit organizations. In this capacity, he plays a pivotal role in the financial governance of the organization, which aims to improve the lives of British Columbians suffering from mental health and substance use. Ahmad previously held Board of Director positions at the North Shore branch of the Canadian Mental Health Association (CMHA) and Hope Center Café at Lions Gate Hospital.
At home, Ahmad cherishes the family life he shares with his wife, Natalie, and their energetic toddlers, Rumi and Layla.
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