Zoheb Somani

Zoheb Somani, CPA has a diverse range of work experience in financial planning and analysis. Zoheb is currently the Director of Financial Planning and Analysis at Harbourfront Wealth Management, a role they began in December 2022. Prior to this, they worked at Aviso Wealth where they held various positions. Starting in October 2018, they served as the Manager of Financial Projects & Analysis until January 2020. Zoheb then became the Senior Manager of Financial Projects & Analysis from January 2020 to July 2021, before being promoted to Director of Financial Planning and Analysis in July 2021. Before joining Aviso Wealth, Zoheb worked at Credential from December 2011 to October 2018. Zoheb held roles such as Order Affirmations, Portfolio Administrator, Supervisor of Commissions, and Senior Financial Analyst during their tenure at Credential.

Zoheb Somani, CPA has a strong educational background in accounting. In 2006, they enrolled at The University of British Columbia and completed a Bachelor of Commerce degree in Accounting in 2010. Following that, they pursued further professional certifications, becoming a Level 3 Candidate in the CFA Institute from 2012 to 2016. In 2017, Zoheb Somani joined the Chartered Professional Accountants of Canada (CPA Canada) to enhance their accounting expertise.