Tel: (416) 359-4815
Joti Shah is a big part of our family team. She goes out of her way to make our clients feel comfortable and at home.
For more than five years, Joti has been our clients’ go-to person. In addition to handling simple tasks, from opening new accounts to cash transfers to updating financial information, she also manages complex requests during RRSP and tax seasons.
Joti is affectionately known as our chief organizer and for good reason. She meticulously prepares portfolio reviews and keeps the team up to date on compliance and regulatory changes. She also helps clients make financial planning a priority by staying on top of annual meeting review bookings.
Often the first one to arrive at the office, Joti brings a dedicated and positive attitude to work every day and clients’ love both her enthusiasm and kindness.
She has completed her CSC and CPH certifications while currently working on her WME designation.