Ashot Takmazyan
Toronto,Canada
Summary
Expert in wealth management and investment advisory, adept at managing multimillion-dollar portfolios and increasing assets under management (AUM) by generating $30M in new business revenue through strategic financial solutions.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Wealth Planning Associate
ScotiaMcLeod
Toronto, Canada
03.2025 - Current
- Developed comprehensive wealth plans for high-net-worth clients, integrating investment, tax, estate, and retirement strategies to align with client goals.
- Prepared customized client proposals and pitch materials to enhance advisor teams' business development efforts.
Associate to Wealth Management Advisor
Owens MacFadyen Group
Toronto, Canada
09.2023 - Current
- Managed $120M high-net-worth client portfolio within $3.5B AUM team, delivering tailored financial solutions that enhanced client satisfaction.
- Generated $30M in new assets by fostering trusted client relationships and uncovering growth opportunities.
Customer Experience Associate
TD Bank
Toronto, Canada
04.2021 - 01.2023
- Engaged high-value individual and business clients to assess financial needs and provide tailored banking and financial recommendations.
Education
Bachelor of Business Admin. -
Lazaridis School of Business, Wilfrid Laurier Univ.
Waterloo, ON01.2023
Alumnus -
Crescent School
Toronto, ON01.2019
Skills
- HNW Client Relationship Management
- Comprehensive Wealth Planning
- Financial Plan Presentation
- Portfolio Strategy & Support
- Asset Gathering & Business Development
- Proposal & Pitch Development
- CRM / Salesforce
- Excel & PowerPoint
Certification
- Canadian Securities Course (CSC)
- Conduct and Practices Handbook (CPH)
- Chartered Investment Manager (CIM) – Pursuing
- Conduct and Practices Handbook (CPH)
- Chartered Investment Manager (CIM) – Pursuing
Active Lifestyle And Personal Interests
- Competitive hockey player (15+ years, Team Captain)
- Racquet Sports Enthusiast (Squash & Pickleball)
- Golf (Networking & competitive play)
- Travel & Adventure (Exploring cultural experiences)
Timeline
Wealth Planning Associate
ScotiaMcLeod
03.2025 - Current
Associate to Wealth Management Advisor
Owens MacFadyen Group
09.2023 - Current
Customer Experience Associate
TD Bank
04.2021 - 01.2023
Bachelor of Business Admin. -
Lazaridis School of Business, Wilfrid Laurier Univ.
Alumnus -
Crescent School