Ali Pahlavani, MBA, CFP, CLU, CHS
Chartered Life Underwriter
Certified Health Insurance Specialist
Ali is a Certified Financial Planner and a business development executive with over 15 years of experience in helping build winning organizations. He is also an entrepreneur and has built three businesses from conception to profitability since 1994. In addition, he specializes in customizing and integrating financial advisor management and training systems for the financial services industry. Through his different roles, Ali has seen business from many angles; founder, investor, advisor, leader, lecturer and researcher.
Ali started his career in financial services in 2007. He specializes in helping business owners and self-employed professionals achieve their lifestyle and financial goals through holistic financial planning.
Ali has an MBA (Master of Business Administration) from Carleton University, which he finished in 2008 at the top of his class. He also has a Bachelor's degree in Civil Engineering (1996) and a Master's Degree in Geotechnical Engineering (1999) 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 Life and Accident/Sickness Insurance and Mutual Fund Investments in the province of Ontario.
Ali is also a part-time professor at Algonquin College, where he teaches financial planning related courses at the Post Graduate Program in Financial Services. Ali feels teaching at Algonquin is a way for him to give back to the financial services industry by transferring his experience to the next generation of financial advisors and planners.
Some of Ali's industry related volunteer work includes serving on the board of directors of Ottawa Chapter of Advocis (Financial Advisors Association of Canada), where he was the president in 2016-2017, and GAMA International Canada (Association for the leaders in distribution of financial services), contributing to Forum magazine, and teaching Life License Qualifications Program (LLQP) for Advocis. 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, Hedieh, and his two children. He is also an avid traveler and has been to many countries in Asia, Middle East, Europe, Africa and America. At some point he used to travel for business or leisure over 180 days a year.