Ali is a Certified Financial Planner and is the team lead at our Churchill office. He started his career in financial services in 2007. Ali specializes in helping business owners and self-employed professionals achieve their lifestyle and financial goals through holistic financial planning. Ali is also an entrepreneur and has built a number of profitable businesses. Through his different roles, he's seen business from many angles; as a founder, investor, advisor, leader, lecturer and researcher.
Ali has an MBA (Master of Business Administration) from Carleton University. He also has a Bachelor's degree in Civil Engineering and a Master's Degree in Geotechnical Engineering, from his native country of Iran. Ali holds a Certified Financial Planner (CFP) designation through Financial Planning Standard Council, a Chartered Life Underwriter (CLU) designation and a Certified Health Insurance Specialist (CHS) designation through the Institute for Advanced Financial Education. He is licensed for General Insurance, Life and Accident/Sickness Insurance and Mutual Fund Investments in Ontario.
Ali is also a part-time professor at Algonquin College, where he teaches post-graduate financial planning courses. Teaching allows Ali to give back to the financial services industry by sharing his experience with the next generation of financial advisors and planners.
Some of Ali's industry-related volunteer work includes serving on the board of directors of Advocis Chapter, Ottawa (Financial Advisors Association of Canada) and GAMA International Canada (Association for leaders in the distribution of financial services), as well as contributing to Forum magazine. Ali is also active in the community as a Rotarian and through his involvement with a number of local charities.
When he is not working, Ali enjoys spending time with his wife and two children. He's also an avid traveller.