Alka has over 20 years of experience that gives her a distinct advantage in developing solid client relationships and providing world class financial solutions for the complex needs of her high net worth clients.
Alka's beliefs as a wealth advisor surround assisting her clients and their families to feel confident in their finances through proactive financial planning and financial education. From this core foundation, Alka and her team will work alongside you to plan for a successful financial future.
Alka specializes in business and family financial planning and wealth management, and works with clients to explore family continuity, financial security and legacy goals. Using a structured process, Alka will tailor a comprehensive strategic roadmap to align with your personal and business objectives.
Alka grew up in Mumbai, India, and has a Bachelor of Commerce, a Master's degree in Banking and Finance, and has earned the designations of Certified Financial Planner (CFP, India) and Personal Financial Planner (PFP, Canada).
To schedule a meeting please contact her at alka.shah@rbc.com or 403-681-9178
