Nasim is instrumental in implementing and monitoring client wealth management solutions in accordance with clients' financial plans and investment policies. Nasim’s responsibilities include meeting with clients for regular portfolio reviews, managing all the work flow from client meetings, as well as collaborating with client’s other professional advisors. Nasim earned a BA from the University of Alberta in Edmonton and attained her MBA in Financial Services from Dalhousie University in Halifax.
Designations & Degrees
Nasim has obtained the Certified Financial Planner (CFP) designation and is a member of the FP Canada Standards Council. The CFP certification is considered the standard for the financial planning profession worldwide and attests that designation holders have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession. She holds the Personal Financial Planner (PFP) designation and is currently working towards attaining the Canadian and International Trust and Estate Practitioner designation (TEP).
Industry Recognized Designations
- CFP - Certified Financial Planner
- Master of Business Administration in Financial Services – Dalhousie University
- Bachelor of Arts – University of Alberta
Nasim enjoys spending time on her continuing education. She also enjoys travelling to Europe and within North America, attending educational seminars, and acquiring new experiences.