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 CIBC Private Wealth Management, CIBC Wood Gundy
 The Schmidt Investment Group
 CIBC Private Wealth Management, CIBC Wood Gundy
 The Schmidt Investment Group
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    • Our Difference
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Nasim Charkhandeh

Nasim Charkhandeh

Nasim Charkhandeh

Nasim Charkhandeh

CFP, TEP, B.Ed.

Associate Wealth Advisor

As an Associate Wealth Advisor and member of the Wealth Strategy Group, Nasim has over 14 years of investment and wealth management experience. Prior to joining The Schmidt Investment Group, Nasim worked with high net worth individuals & families to develop comprehensive written financial plans encompassing investment strategies, retirement income planning, business succession planning, estate and tax planning.

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Industry Experience

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

Education

  • Master of Business Administration in Financial Services – Dalhousie University 
  • Bachelor of Arts – University of Alberta

 

Transcript

Outside the office

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.

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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc.(“ISI”), CAM and credit products. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


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