Client Services Associate- iA Private Wealth
Send a job offer directly to this candidate
Recent graduate of the University of Toronto Mississauga with a background in Political Science and Economics, now launching my career in private wealth management. Currently working as a Client Services Associate at iA Private Wealth (Mangrove Wealth Group), I collaborate closely with our Portfolio Manager to support high-net-worth clients through tailored investment strategies and comprehensive financial planning.
I’m passionate about connecting macroeconomic insight with client-centered financial solutions. My experience spans client service, strategic planning, and leadership—developed through roles in varsity athletics and student governance. I’m especially interested in how policy, markets, and advisory intersect to drive long-term financial outcomes.
Always open to connecting with professionals in wealth management, finance, and strategy.
Recent graduate of the University of Toronto Mississauga with a background in Political Science and Economics, now launching my career in private wealth management. Currently working as a Client Services Associate at iA Private Wealth (Mangrove Wealth Group), I collaborate closely with our Portfolio Manager to support high-net-worth clients through tailored investment strategies and comprehensive financial planning.
I’m passionate about connecting macroeconomic insight with client-centered financial solutions. My experience spans client service, strategic planning, and leadership—developed through roles in varsity athletics and student governance. I’m especially interested in how policy, markets, and advisory intersect to drive long-term financial outcomes.
Always open to connecting with professionals in wealth management, finance, and strategy.
University of Toronto HBA Graduate - Political Science, Philosophy, and Economics
