Shweta is primarily responsible for executing account opening and administration work, sending out funds and resolving client requests. She has earned a Bachelor of Commerce degree with major in finance and accounting.Shweta has joined our team in August 2023 and is currently pursuing the Canadian Securities Course (CSC). She has over 10 years of experience in the investment world, specifically with a focus on client management, relationship building and financial planning.
Outside of work, Shweta enjoys spending time with family and friends, cooking, reading, and practicing yoga. Also, in her free time, she loves travelling with her husband, exploring new places.
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