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Ahsen Ansari, CFP, CIM

Portfolio Manager, Investment & Wealth Advisor at RBC Dominion Securities | Ansari & Hodgins Group - Private Wealth Management | Trusted, tailored, and tax-smart advice

Ahsen Ansari is a Portfolio Manager and Investment & Wealth Advisor at RBC Dominion Securities, where he is part of the Ansari & Hodgins Group in Vancouver, BC. He focuses on providing exceptional service in wealth management and investment strategies.

Education and Credentials

Ahsen holds a degree in Economics from Simon Fraser University. He has also earned the Chartered Investment Manager (CIM) designation and is a Certified Financial Planner (CFP), which underscores his expertise in financial planning and investment management.12

Professional Background

With extensive experience in wealth management, Ahsen Ansari is dedicated to helping clients navigate their investment options and achieve their financial goals. His approach emphasizes personalized service and tailored financial solutions.2

For more information, you can find him on LinkedIn under the username ahsenansari.1

Highlights

May 21 · linkedin

IE Report Card – For its 14th consecutive year, RBC Dominion Securities (DS) ranked the highest amongst bank-owned Canadian wealth management firms in the 2020 Investment Executive Brokerage Report Card. This report card serves as the industry’s annual survey of advisors’ satisfaction with the firm.

This year, we led in 26 out of 31 categories including Firm’s Stability (9.9), Firm’s Ethics (9.8), Quality of Firm’s Product Offering (9.7), Firm’s Strategic Focus (9.6) and Freedom to make elective product choices (9.7).

Firm’s stability & reputation with clients will help us weather the COVID-19 crisis.

Ensuring the financial well-being of clients and families is a core focus for DS, especially in light of the current pandemic. “In addition to quality investment management, being able to provide wealth planning support during this global health crisis is of utmost importance to our firm,” says David Agnew, CEO of RBC Wealth Management Canada.

#wealthmanagement #investmentmanagement #wealthplanning #financialplanning #retirementplanning #portfoliomanagement

May 21 · linkedin

A treat to have Onur show us around Istanbul like locals. My first taste of Turkish coffee! #RBC

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Ahsen Ansari, CFP, CIM
Ahsen Ansari, CFP, CIM, photo 1
Ahsen Ansari, CFP, CIM, photo 2
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Location

Greater Vancouver Metropolitan Area