In this video, Simon sits down with Ahmad Bakhshai of Wellington-Altus’s Advanced Wealth Planning Group to explore one simple but important truth: there’s no such thing as a normal family, so there’s no such thing as a one-size-fits-all financial plan.
For this episode of Independent Perspectives, I sat down with Ahmad Bakhshai, Associate Vice President,
For our latest episode of Independent Perspectives, I had the privilege of sitting down with
I authored this piece as a guest contributor for the financial strategy site, Breaking Bank.
Over the years, I’ve had the privilege of supporting several clients who are living with
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