To provide prudent financial advice in times of stability and rationality in times of uncertainty.
Markets may seem irrational. From day to day, it is a reflection of the collective sentiment of the masses. However, beyond the appearance of irrationality is an efficient machine for wealth accumulation. I provide value through advising on the prevalent risks and rewards of the market environment.
We learn that people are risk averse, however, I think people are risk averse when they do not fully understand the risks. Together with my team of experts, I work with my clients to delineate the concepts of investments, tax, insurance and estate planning to simplify their decision making, so that they can focus on their other priorities.
Rita started her career on the institutional side of asset management, with a focus on investment analysis at the top investment firms in Canada and abroad. She has in-depth expertise in all the major asset classes and is a proud holder of the Chartered Financial Analyst designation as well as an MBA from Richard Ivey School of Business. The pivotal moment of Rita’s career was the decision to transition from Capital Markets to Wealth Management and work directly with individuals and families. Since 2015, Rita has been a trusted partner and confidant to her clients on their journey to realizing their financial success.
As a first generation immigrant, Rita has a deep appreciation for Canada's celebration of diversity and individual values. She enjoys spending time with her family and enjoying the natural beauty around her. Rita champions for causes in social/ gender equality and the growing importance of environmental, social and governance roles in investments and governing decisions in the future.
