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Shiraz Ahmed
Shiraz Ahmed, CIM® Senior Financial Advisor, Senior Portfolio Manager, Agent
647.368.6816

Shiraz is a Senior Financial Advisor, Portfolio Manager, and Founder of the Sartorial Wealth team of Raymond James Ltd. He specializes in coordinating cross-border financial care for clients. Shiraz works with specialists inside the firm, and with the client's own attorneys and accountants, to consolidate their finances into a coherent financial plan while considering matters that pertain to both sides of the Canada/US border.

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He is passionate about helping individuals and businesses reach their personal and financial goals. As a cross-border financial expert, he helps individuals and families maintain or re-establish their economic well-being during times of transition. For example, this might involve moving from the US to Canada or vice versa. He also works with individuals and corporations experiencing "Sudden Wealth Syndrome" – those inheriting wealth, lottery winners, or an athlete/entertainer who signs their first big contract. In addition, he often speaks on such subjects as advising young people on how to deal with inflation for the first time in their lives.

For Canadians Moving to the U.S.

Shiraz has 20 years of experience in the financial services industry. In 2022, he won the Investment Industry Association of Canada's Top under 40 award and was featured in the Investment Executive. His knowledge and skills were honed by working with banks and asset-management firms in Canada and abroad. Shiraz holds a Chartered Investment Management (CIM) designation and is among an elite group of advisors fully licensed in both Canada and the US. He is registered with IIROC and FINRA.

Wealth Management

When he is not analyzing numbers, Shiraz enjoys the outdoors and is especially keen on golf and basketball. An avid philanthropist who supports many charities, Shiraz was recently featured in the Globe and Mail for his work with many charities and foundations in Canada and abroad. Born in Winnipeg, Shiraz lives in Mississauga, Ontario with his wife and daughter.

Credentials

  • Advanced Financial Advice (AFA) Certificate
  • Financial Planning Supplement (FPSU)
  • Certified Retirement Planning Counselor (CRPC) (candidate)
  • Chartered Investment Manager (CIM)
  • Series 37 & Series 63 (US Securities Licensing)
  • Life Insurance License (LLQP)
  • Advanced Investment Advice (AIA) Certificate
  • Portfolio Management Techniques (PMT)
  • Advanced Investment Strategies (AIS)
  • Wealth Management Essentials (WME)
  • Conduct & Practices Handbook (CPH)
  • Canadian Securities Course (CSC)
  • Advanced Financial Advice (AFA) Certificate 
  • Financial Planning Supplement (FPSU) 
  • Certified Retirement Planning Counselor (CRPC) (candidate)

Experience

  • Sr. Financial Advisor, Portfolio Manager, Agent– Raymond James Ltd. / Raymond James (USA) Ltd. – (2014 – present)
  • Advisory Board Member, Breakthrough Medical Technology Inc. – (2013)
  • Economic Advisor, MA Investments – (2010 – 2013)
  • Head of Middle East/Africa, Bullion Management Group – (2009 – 2013)
  • Internal Wholesaler – NEI Investments – (2006-2009)
  • Associate – TD Wealth Management – (2003-2006)

In The Community

  • Donor, Penny Appeal Canada - 2020 - present
  • Donor, Paani (water) Project - 2021 - present
  • Sponsor and Donor, International Development and Relief Fund – 2016 - present
  • Sponsor and Donor, Sick Kids and Nazem Kadri Foundation – 2016/2017
  • Sponsor and Scholarship Donor, MAX Gala – 2015-present
  • Donor, Juvenile Diabetes Research Foundation – 2010 – present
  • Donor, Ride to Conquer Cancer – 2014 - present
  • Donor, Raymond James Canada Foundation – 2014 - present
  • Donor, Penny Appeal Canada – 2020 – present 
  • Donor, Paani (water) Project – 2021 – present

The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements

What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.

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