Since joining our team in July 2024, Neha has become a valuable addition to our team. Committed to delivering the highest possible level of client service, Neha is the first point of contact for any client requests and coordinates your meetings and portfolio reviews. She also handles all account inquiries, fund requests, account transfers, and general client service. Colleagues and clients alike appreciate her attention to detail and efficient service.
Neha joined RBC in 2022, and gained valuable experience as a Banking Advisor at a downtown RBC Bank branch. A graduate of the ICFAI Business School in Delhi, India, Neha holds a Master of Business Administration (MBA), Accounting and Finance. She has also completed several Canadian Securities Institute courses.
Outside of work, Neha is an avid traveler and is always looking for new countries to visit. She loves spending time with her husband and daughter, as well as cooking different cuisines.