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. Every family brings unique goals, fears, values, and challenges to the table. A good financial plan reflects this, adapting not only to the numbers but to the people behind them. Ahmad explains how real financial planning goes beyond investment portfolios and retirement calculators. It’s a process built around trust, relationships, and change. No two journeys are alike, and your plan should reflect your path.
There’s No Such Thing as a Normal Family — Or a One-Size-Fits-All Financial Plan
For this episode of Independent Perspectives, I sat down with Ahmad Bakhshai, Associate Vice President,
