Afsha has been in the finance industry for 12 years, and established her private wealth practice over the last 8 years. Along the way, she has built a team of partners and advisors with a wide range of expertise and experience.

In addition to consulting, Afsha serves as a coach for JDC West, the largest business competition in Western Canada at the University of Alberta School of Business. Her team won first place at the annual competition featuring the top business schools and students from across Canada.

Life is constantly changing, and our proactive approach will help you navigate through milestones and adapt your plan to evolving needs and goals.

Bhavin graduated from the University of Alberta as an Electrical Engineer, and began his career managing electrical construction projects. Ultimately, he decided to pursue his vision of leading people and creating meaningful wealth by providing expert advice on investments and insurance solutions. He achieved a second designation as a Certified Financial Planner and began doing in-depth market research early in his career. For the past 8 years, he has helped his own family and hundreds more to realize their financial dreams.

As our in-house investment specialist, Bhavin prepares customized investment plans for each client, based on their individual goals and risk tolerance. Active portfolio management, optimized rate of return, risk-management and tax-efficient strategies are his top priorities in order to enhance clients’ outcome.

Bhavin is actively involved in Edmonton's business and professional communities through networking and volunteering. Outside of work, he mostly enjoys spending time with his amazing wife and a two-year-old son. Apart from a busy family life, he is often found playing cricket in various Edmonton Cricket League matches. Bhavin can fluently communicate in English, Hindi and Gujarati.

Jairus is a wealth advisor and strategist. He joined Afsha’s team 5 years ago and has been working directly with her clients, building financial plans and projections for their future.

Jairus’s goal is to empower each client to increase their own understanding of finances and wealth building mindset throughout the planning process. He has all the tools you will need to build a step-by-step plan to improve financial wellbeing and achieve your goals.

Reach out to Jairus if you’re looking for a financial coaching session, 10-year plan, or insurance needs analysis.

Pritam graduated from NAIT with an accounting degree, and has accrued 10 years of experience in accounting and financial industry. She crossed over to wealth management 5 years ago, providing assistance to consultants and private wealth firms. She has recently completed coursework and licensing to become an associate advisor. Pritam’s passion for finance stems from helping families achieve their wealth potential and educating the younger generation.

Working with a team, Pritam strives to provide clients with the reliability of hands-on management, daily research, and excellent client service.

As a mom of two active kids, Pritam can be found driving her kids to dance, swimming, or playing a round of golf with her husband on the weekends. She loves to dance, read, and has plans to travel all the corners of the world. Pritam is involved in her local community and can fluently communicate in English and Punjabi.