We are global planning experts.
Our think-tank of global planning experts assembled over the last decade includes lawyers, accountants, actuaries, bankers, investment and insurance advisors with over 100 years of combined experience.
Ryan specializes in wealth preservation and accumulation strategies which focus on helping successful business owners and multi-million dollar organizations find tax efficiencies and exclusive investment opportunities. By working in collaboration with some of the top legal and accounting teams in the country, Ryan continues to build and provide sophisticated and proprietary solutions that clients wouldn’t be able to find elsewhere. Ryan is also a principal investor in several start-ups and investment funds, enjoys playing weekly soccer games, and spending time with family and friends.
John brings 29 years of experience in capital markets and strategic financial planning to develop strategies that preserves and grows intergenerational wealth. He also invests in his community in Toronto, Ontario through philanthropy and fostering leadership in businesses.
Foad’s expertise from 32 years as a financial advisor ensures clients’ challenges are met with unique and creative solutions. He believes having the right advisors and asking the right questions makes financial planning and execution seamless. He believes good planning requires a combination of the right advisors at the table while listening to the client’s needs and goals. Foad is also active within his community in West Vancouver and enjoys spending his off time with family.
Arastoo’s private equity investment background allows him to consult individuals and businesses using analysis to provide personalized strategies and opportunities for wealth preservation and accumulation. Given his background, his focus is what clients are left with after-tax rather than the return. He uses Global Solution’s platform of specialists to offer wealth accumulation with wealth preservation at the forefront.
Shakiba works closely with Senior Advisors to provide financial strategies to meet client’s needs and goals. Shakiba's personable nature enables her to provide the highest calibre of service to her clients and be committed to their success.
Sean has vast experience working with small private single-family offices to large multi-billion dollar multi-family organizations, as well as investment funds and corporations as a finance officer. His understanding of the inner workings of financial and organizational strategy supports the planning he offers to high net-worth and ultra-high-net-worth families and investment groups when utilizing Global Solutions’ platform of proprietary strategies.
Rahmona is a natural when it comes to entrepreneurship. Coming from a family of entrepreneurs and eventually starting her own company in 2017, she knows what it takes to become successful as a business owner and the challenges that come with such a responsibility. Rahmona believes given her background and experience, she can provide business owners the support and structure to set them up for success as they build their wealth. Given the expertise at Global Solutions, she is confident that her clients will be given valuable advice and solutions tailored to their wealth accumulation and preservation needs and goals.
Sina has been involved in the financial industry since 2019, starting in the banking industry before realizing his passion for helping clients achieve financial planning objectives. With Global Solutions and their team of experts, Sina is committed to his client’s success at various stages of their personal and professional lives using innovative strategies that empower them to reach their goals. When Sina isn’t at the office, he enjoys playing sports and spending time with family and friends.
Tony is a certified financial planner and has been working in the financial services industry since 2013, and specializes in both risk management and estate planning solutions. He works with clients in providing them a clear financial plan and tailors his recommendations to his clients unique needs and goals. He is currently registered as a certified financial planner (CFP®) and chartered investment manager (CIM®). When Tony is not in the office he enjoys spending time outdoors with nature.
Michelle specializes in helping busy professionals and families to retain and accumulate wealth through our comprehensive financial planning process. Michelle believes in building collaborative relationships with various industry professionals to assist in working together with her clients to build a plan with high-quality advice. Michelle is committed to providing her clients with an education based approach to ensure a sustainable financial future for generations to come. Acting as her client’s personal advisor; She helps build a plan based on financial circumstance that reflects her clients unique values and goals.
Anisa has held various management and customer service roles for over a decade and brings her skills to provide efficiencies within Global Solutions that support both clients and advisors. She believes in providing a seamless and positive experience for clients which makes the experience with Global Solutions enjoyable. When Anisa doesn’t have the world relying on her, she enjoys travelling and spending time with family.
Our tax and global planning expert (CPA, CA) has solved client concerns for over 27 years as a tax partner at the largest international advisory firm worldwide. His sought-after expertise was honed while serving private clients and their companies in Canada, United States, and globally. His experiences include building and working within family office structures and directly with first and second-generation wealth. He bridges legal, banking, and tax issues to bring practical solutions to address the complexities of domestic and international planning.
Our Tax Planning Architect has worked in global finance structure and insurance for more than 25 years. With billions of dollars in closed transactions, he is known for his ability to identify client concerns and work with various global institutions to design and implement comprehensive planning that meets the requirements of families and their far-reaching assets. Families from around the world trust him for his flawless implementation of client-centric, bespoke planning.
Our Domestic Tax Specialist (CA, CPA) has 20 years of experience as a Senior Accountant and has received additional notable designations as a Certified Financial Planner (CFP) and Family Enterprise Advisor (FEA). Completing the In-Depth Tax Program, he ensures client objectives are realized from concept to implementation.
Our estate and tax-based insurance planning expert completed graduate studies in law and was called to the Bar in 1997. He has been working in the insurance industry for more than 20 years. specializing in advanced tax-based insurance strategies and estate planning for high net worth families. He provides advice on complex life insurance strategies for shareholders of privately held corporations and has been responsible for all aspects of implementation as well as annual maintenance of leveraged plans. He has provided instruction on advanced insurance and estate planning to chartered accountants for the Institute of Chartered Accountants across all major cities in Western Canada and is a member of the Society of Trust and Estate Practitioners and the Canadian Tax Foundation.