Advisor
Advisor
I bring over 15 years of experience in the financial services industry. For the past seven years, I’ve been with Alterna, first as a Personal Banking Officer and transitioning to a Wealth Banker in 2024.
Previously, I spent seven years at RBC as a Banking Advisor, where I specialized in personal and business accounts, mortgages, credit applications, and managing registered accounts such as RRSPs and mutual funds. My goal as a Wealth Banker and Mutual Funds Representative is to provide personalized financial advice and help clients navigate their financial journey with confidence. I am passionate about building long-term relationships based on trust, transparency, and client satisfaction.
I hold a Bachelor of Science degree from India and completed a diploma in Business Administration, with majors in Accounting, Finance, and Marketing, from Willis Business College in Ottawa in 2007. In 2024, earned a certificate in Advanced Financial Advice and am currently working towards achieving the Personal Financial Planner (PFP) designation.
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