Being an investment advisor gives me the opportunity to both serve my clients and be a financial advocate for their success. I also believe in the need for more purpose-driven wealth planning when it comes to providing solutions.Together with my clients, I’ve found that, when we move the conversation from products and markets to what’s actually important to them, we bring greater financial clarity and confidence to inspire them to live life to their fullest.
With over 8 years of experience working with high net worth individuals, families and charities, she thrives on building long lasting relationships with clients and getting to know them beyond their finances.
Treshana places a high emphasis on continuing education to better serve her clients. With a background in accounting, She went on to pursue further certifications in financial planning and investment management.
Her passion to serve extends to her larger community. She volunteers with the weekly youth initiatives at her church and belongs to a network that provides mentorship for women.
Treshana enjoys reading, baking bread, learning the piano and painting.
Originally from Jamaica, she currently lives downtown Toronto with her husband Jade.