Ashish Shah
Associate Planner @TD
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WORK HISTORY
Associate Planner @TD
Toronto, ON, CA
EDUCATION
Divine Buds English School
H.S.C
Institute of Chartered Accountants of India
CA IPCC
Fanshawe College
Post Graduation
York University
Post Graduation
Gujarat University
Bachelors of Commerce
ABOUT ASHISH SHAH
With over three years of experience in the wealth management industry, I am a passionate and dedicated investment management professional who provides financial planning advice and solutions to clients at TD Wealth. I have a strong understanding of investment and portfolio solutions, including best-in-class proprietary products, and I hold several certifications from the Canadian Securities Institute, such as CSC®, CPH®, DFOL®, and WME®. I am also a CFA® Level 3 candidate, demonstrating my commitment to continuous learning and professional excellence. In my current role as an Associate Planner, I collaborated with the Wealth Management team to create personalized financial plans for clients. By working closely with the team of financial planners and analysts, I was able to incorporate their insights into the investment strategies I recommended to clients. This collaborative approach ensured that the investment portfolios aligned with the clients\' overall financial objectives and risk tolerance. I also regularly liaised with the Trade Support
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