For over 30 years I have had the privilege of working with some of the most amazing people. In my career I have built a wealth of knowledge when it comes to financial planning and investment advice. I am passionate about helping people reach their financial goals. I am a Life Insurance Advisor with BMO Estate Insurance Advisory Inc. and I have both my CFP (Certified Financial Planner) and PFP (Personal Financial Planner).
If you need personal guidance with your investments, we would be happy to help. Whether you are investing for a business, organization, or yourself, we can custom design a portfolio to meet your specific needs.
In my free time I enjoy golfing, skiing and walking my two border collies, Pippa and Scottie. I love spending time on the water and spending time with my friends, daughter and husband. I love being around people and am happiest when surrounded by friends and family.
I started working at BMO Nesbitt Burns in 2021, I joined my mothers investment advisory team - making us one of the THE ONLY mother-daughter teams in Canada. I have an extensive background in both financial advice and financial planning. I graduated from the University of Western Ontario and I am currently working on completing the CFP (Certified Financial Planner). I previously worked at BMO and Scotiabank, bringing over 8 years of banking experience with me. At Cook & Associates I focus on financial planning, legacy planning, investment research and investment advice. We specifically like to work with individuals who enjoy the little things in life, human contact is very important to us and so is family. Family is at the core of what we do!
I am an avid reader, I am inquisitive, and I have a need to understand how things work and why things are the way they are. I have a Newfoundland Poodle named Murphy, I live in Elmira, and last but not least, I am really trying to work on my golf swing.
Originally from India, I embarked on a new chapter by moving to Canada in 2018 after building a solid academic foundation by holding a Master’s in Engineering. In 2019, I found my stride in the financial sector, where my passion for engineering met the world of finance.
I joined BMO Nesbitt Burns in February 2022. Before joining the BMO Nesbitt burns, I worked at the trading desk for a financial Institution. I have completed the Canadian Securities Course, Conducts and Practices Handbook and completed the Derivatives Fundamentals and Options exams with the Canadian Securities Institute. My journey reflects diverse experiences and a commitment to professional growth.
My technical education and trading experience provides me the expertise to lead our client operations and trading. My friendly nature coupled with strong organizational skills and attention to detail are her strongest attributes the clients will benefit from.
During my free time, I enjoy exploring the outdoors and spending time with my husband and my son.