Poornima Narayan

Vice President, Family Office Investments

Poornima joined Trez Capital in January 2019. In her current role, she is responsible for servicing family offices and boutique wealth management firms across Canada with respect to debt and equity products. She also provides internal sales support to some of our largest clients across the country.

Poornima has over nine 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.