Ahmed Mahiyan

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed

Member Bio

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I am a Financial Planner at Nextgen Financial Planning Inc. Nextgen Financial Planning Inc. is a registered Portfolio Manager in the Province of Ontario, opting to do business as an Advice Only Fiduciary Financial Planning firm with security advice capability. We provide actionable investment recommendations along with robust financial and tax planning which are easy to implement by the client on their self-directed accounts. We focus on keeping financial planning at the center of our conversation and adding investment consultancy to meet the client's objectives. I also run FIRE Financial Inc. where I help clients who do not qualify for high-net-worth advisors using the robo-advisor platform Nest Wealth. Previously, I taught financial planning courses at Seneca College and worked at two of Canada's "Big 5 Banks", where I advised clients to achieve their investment needs and retirement goals. I focused on bringing outside investment and growing the branch book size in these roles. Academically, I completed a thesis-based master's degree in Finance from the University of Saskatchewan and a bachelor's degree in Economics from the University of Dhaka. I am a Chartered Financial Analyst (CFA) & Chartered Market Technician (CMT) charter holder and a Certified Financial Planner (CFP) professional. I previously held Chartered Life Underwriter (CLU) and Personal Financial Planner (PFP) designations. I recently passed the CFP exam in the US and am in the process of obtaining the designation.


Crossborder Planning (US/Canada)
Financial Planning
Insurance Planning
Portfolio Management
Tax Planning


CFP (Canada)

Compensation Models

Insurance Commission
Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based
Fee based (AUM)

Professional Associations

CFA Society


Masters Degree

Assets Under Management


Practice Size

6 to 10

Investment License

Provinces Licensed (Investment)

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