As a Senior Wealth Manager with Raymond James, my mission is to provide you with trusted investment advice combined with the highest standard of service this industry has to offer. I believe in building long-term relationships with my clients by putting them first in whatever I do. Backed by the powerful research and tools of the Raymond James wealth management platform, I partner with my clients to build and preserve their wealth.
My career in the financial services industry began in India in 1982. Throughout my career, I have held several leadership positions in the industry and some of my responsibilities have included recruitment, training and mentoring of new financial advisors.
My educational credentials include an MBA and MComm, Accounting, PGDBM (post Graduate diploma in Business Management), DCSA (diploma in Computer Science and Application) & DEXIM (diploma in Export/Import Management), PFPC (Professional Financial Planning Course), CSC, CPH & Insurance Level II.
I use my knowledge and experience to design and implement investment strategies to help my clients attain their financial goals and objectives. I meet with my clients on an ongoing basis to set realistic financial goals for their changing circumstances.
I believe in giving back to the community which gives me the feeling of connectedness and the satisfaction of contributing. I volunteer with local organizations whenever possible and some of my community activities include: Ex-President - Lions Club International, Markham; Membership Director, Lions Club; Member, ICCC; Treasurer, RANA (Rajasthan Association of North America); Volunteer - Scott Mission, Toronto.