Seyed Ahmad Soleiman Panah

$11.0B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
ECONOMIC, MARKET AND ASSET CLASS PERFORMANCE UPDATES TO CLIENTS AND THE PUBLIC, VIA IN PERSON PRESENTATIONS AND PODCASTS

From the firm’s Form ADV. Read the guides:

1508 West Broadway 5Th Floor, Vancouver V6J1W8 • Canada

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-01-13

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Nicola Wealth Management Ltd	Vancouver		12/2014	Present