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Basit Ahmad
BBA
Financial Advisor*
Mutual Fund Investment Specialist**
Basit is a Financial Advisor with Co-operators Financial Investment Services in Pickering. Basit works with individuals, families and business owners to develop strategies that protect what matters most while building long-term wealth for his clients. His approach is client-focused and transparent, aiming to simplify financial planning and help clients feel confident about their future.
Speciality
Basit specializes in creating integrated insurance and investment solutions that align with each client’s unique goals.
For individuals and families, he focuses on RRSPs, TFSAs, RESPs and life insurance strategies designed to grow assets and provide financial security.
For business owners, he provides guidance on corporate-class investments, retained-earnings strategies and group benefits to help optimize tax efficiency and support business growth.
Basit strives to make financial concepts clear and approachable so that clients can make well-informed decisions. His goal is to build long-term relationships based on trust, clarity and measurable results.
Hobbies
Outside of work, Basit is dedicated to training, fitness and continuous personal growth. He values discipline and balance in his daily routine, which reflects in the way he approaches client relationships. He also enjoys reading on topics related to financial markets and personal development as well as spending time with family and friends.
Location
Pickering
EmailZulfiqar Zaidi
Associate Financial Advisor*
Mutual Fund Investment Specialist**
Location
Pickering
Email*Offering insurance products underwritten by Co-operators General Insurance Company and Co-operators Life Insurance Company.
**Offering mutual funds through Co-operators Financial Investment Services.