Shiraz Ahmed – Portfolio Manager
Shiraz is the Founder and CEO of Sartorial Wealth, an independent cross-border wealth management firm registered as a Portfolio Manager with the OSC in Canada and as a Registered Investment Advisor with the SEC in the United States. He specializes in coordinating cross-border wealth oversight for high-net-worth and ultra-high-net-worth clients with financial lives on both sides of the Canada-US border. Working alongside strategic partners and the client’s own tax and legal counsel, Shiraz brings their full financial picture into one accountable structure across both countries. This matters most during periods of significant transition, including cross-border relocations, business liquidity events, and major intergenerational wealth transfers.
At the heart of the firm is a proprietary algorithm Shiraz built over six years that drives the investment process. He remains an active member of the investment committee overseeing its application for each client.
Shiraz brings more than two decades of experience in financial services, serving private clients, institutions, and cross-border families in Canada and internationally. In 2022, he received the Investment Industry Association of Canada’s Top Under 40 Award. He has been featured in the Globe and Mail, Financial Post, BNN Bloomberg, Reuters, Toronto Star, CBC, and Breakfast Television. He holds the Chartered Investment Manager designation and is among a small number of advisors fully registered to practice in both Canada and the United States.
When he is not analyzing numbers, Shiraz enjoys the outdoors, with a particular focus on golf and basketball. An active philanthropist, he supports numerous charities and foundations in Canada and abroad. Born in Winnipeg, Shiraz lives in Mississauga, Ontario with his wife and two daughters.
Credentials
- Advanced Financial Advice (AFA) Certificate
- Financial Planning Supplement (FPSU)
- Chartered Investment Manager (CIM)
- Series 37 & Series 63 (US Securities Licensing)
- Life Insurance License (LLQP)
- Advanced Investment Advice (AIA) Certificate
- Portfolio Management Techniques (PMT)
- Advanced Investment Strategies (AIS)
- Wealth Management Essentials (WME)
- Conduct & Practices Handbook (CPH)
- Canadian Securities Course (CSC)
- Advanced Financial Advice (AFA) Certificate
- Financial Planning Supplement (FPSU)
- Partners, Directors, Senior Officers Course (PDO)
Experience
- CEO, CCO, Portfolio Manager – (2024 – present)
- Sr. Financial Advisor, Portfolio Manager, Agent– Raymond James Ltd. / Raymond James (USA) Ltd. – (2013 – 2025)
- Advisory Board Member, Breakthrough Medical Technology Inc. – (2013)
- Economic Advisor, MA Investments – (2010 – 2013)
- Head of Middle East/Africa, Bullion Management Group – (2009 – 2013)
- Internal Wholesaler – NEI Investments – (2006-2009)
- Associate – TD Wealth Management – (2003-2006)
Designations
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
In The Community
- Sponsor and Donor, International Development and Relief Fund – 2016 – present
- Sponsor and Donor, Sick Kids and Nazem Kadri Foundation – 2016/2017
- Sponsor and Scholarship Donor, MAX – 2015-present
- Donor, Juvenile Diabetes Research Foundation – 2010 – present
- Donor, Ride to Conquer Cancer – 2014 – present
- Donor, Raymond James Canada Foundation – 2014 – present
- Donor, Penny Appeal Canada – 2020 – present
- Donor, Paani (water) Project – 2021 – present