Ali Pahlavani, MBA, CFP, CHS
Director, New Business Development
Life and Health Insurance Advisor
Mutual Fund Advisor*
DFSIN Ottawa Financial Centre
880 Lady Ellen Place, Suite 200, Ottawa, ON K1Z 5L9
Ali is a business development executive with over 15 years of experience in helping build winning organizations. He is also an entrepreneur and has built three businesses from conception to profitability since 1994. In addition, he specializes in customizing and integrating financial advisor management and training systems for the financial services industry. Through his different roles, Ali has seen business from many angles; founder, investor, advisor, leader, lecturer and researcher.
Ali started his career in financial services in 2007 with Combined Insurance. He was awarded as top sales manager in Canada in 2009 and the top sales manager in North America in a sales force of over 3100 agents in 2010. In 2011, he managed a block of business with over 17,500 clients and achieved 93.7% growth in sales, year over year, in a region with $12 Million premium base. He joined Desjardins Financial Security Independent Network (DFSIN) in 2012. As a member of the leadership team, he currently oversees the growth of DFSIN's business in Ottawa.
Ali has an MBA (Master of Business Administration) from Carleton University, which he finished in 2008 at the top of his class. He also has a Bachelor's degree in Civil Engineering (1996) and a Master's Degree in Geotechnical Engineering (1999).
Some of Ali's industry related volunteer work includes serving on the board of directors of Advocis (Ottawa Chapter) and GAMA International Canada, contributing to Forum magazine, and teaching Life License Qualifications Program (LLQP) for Advocis. Ali is also active in the community as a Rotarian and through his involvement with a number of local charities.
When he is not working, Ali enjoys spending time with his wife, Hedieh, and his two children. He is also an avid traveller and has been to many countries in Asia, Middle East, Europe, Africa and America. At some point he used to travel for business or leisure over 180 days a year.