Poornima Narayan

Regional Sales Manager

Poornima joined Trez Capital in January 2019. In her current role, she is responsible for providing internal sales support to investment advisors and family offices across Ontario, Western and Eastern Canada. Poornima brings over five years experience in the financial services industry, most recently as an Investment Advisor at a boutique brokerage firm with a focus on alternative investments.

Poornima graduated from the University of Toronto with a Bachelor of Business Administration in 2010 and has completed her Canadian Securities Course and Conduct and Practices Handbook Course.