Supporting Lisa with investment analysis and portfolio monitoring is Saurav’s primary role on the team. Saurav works diligently to ensure that your portfolio reflects the changing economic landscape, assesses risks and opportunities and your goals as they evolve over time.
Saurav's profound sense of fulfillment stems from knowing that his daily work plays a vital role for clients. Particularly, the support Saurav provides in his analysis and regular monitoring of markets are critical in helping clients achieve their financial goals while ensuring their future well-being. This gives Saurav a tremendous sense of satisfaction.
Saurav's love for discovering new places led him to Canada, where he finds joy in exploring and seeking fresh experiences. It's an exciting adventure that broadens his perspective on life.
Saurav's immense faith in the value of family propels him to prioritize heartfelt connections with his loved ones in India, dedicating his after-office hours to fostering these cherished relationships.
Career & Education Highlights:
- Bachelor of Commerce Degree
- ACS Diploma in International Business and Finance.
- Attained following courses:
- Canadian Securities Course
- Conduct and Practices Handbook Course
