Financial security provides the means to reach your goals and dreams. My role as your advisor is to help you on this journey with confidence and trust. I bring a holistic approach to wealth management by gaining a thorough knowledge of my client’s goals, dreams and unique family dynamics. My experience in financial planning helps turn these goals into reality by leveraging an extended team of experts in estate planning, tax minimization, wealth protection, business succession planning and more.
As a female advisor, I strive to build a special connection with my female clients. My goal is to allow women to fully engage in their finances. I help support and educate them to better understand their investments and gain confidence in their full financial picture.
Originally from India, Maneet graduated with a Bachelors of Commerce degree from Delhi University and MBA from the Maastrict School of Management in The Netherlands. She holds a Personal Financial Planning designation and has been a financial planner with RBC for more than 9 years. She lives in Calgary with her husband, Shailender, and two children who keep them very busy with dance and hockey practice.
“To accomplish great things, we must not only act but also dream. Not only plan but also believe.” – Anatole France
