Wealth Management

Rashmeet Kaur

Client Services Manager

Rashmeet provides administrative support to our advisers.

With a knack for understanding systems quickly, Rashmeet has worked in the finance industry since 2016. Her expertise lies in building strong client relationships.

Rashmeet holds a Masters in Banking & Finance from Lambton College, Toronto. She has passed her Level 1 CFA qualification and has a Diploma in Financial Planning.

In her spare time, Rashmeet loves adventure – whether it involves water, heights or horror. She also enjoys dancing, kickboxing and swimming.

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