Poornima joined Trez Capital in January 2019. In her current role, she is responsible for providing internal sales support to some of our largest retail advisors and family offices across Ontario and British Columbia. She also supports our various IIROC dealers with ongoing due diligence. Poornima has over seven years' experience in the financial services industry, previously working 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.