Amrita’s dedication to guiding clients through their financial
journeys has distinguished her as one of the most trusted senior
investment associates in the industry. With over 15 years of
experience in the financial sector, Amrita has built an impressive
track record at leading brokerage firms such as RBC Dominion
Securities and Canaccord Genuity. Since 2019, she has been an integral
part of NBF in Leib Zeisler’s team, where her expertise in wealth
management shines through in her commitment to supporting clients with
reconciliation, trade support, cash management amongst others.
Amrita’s approach is rooted in delivering exceptional service and
tailored solutions that help clients feel confident about their
financial decisions.
Born and raised in India, Amrita moved to Canada in 2001 after
earning a bachelor’s degree in Geography. She has further strengthened
her credentials by successfully completing the Canadian Securities
Course, Conduct & Practices Handbook Course, Wealth Management
Essentials Course, and Advisors Rookie Training. This strong
educational foundation has enabled Amrita to consistently provide
insightful, high-quality service.
Beyond her professional accomplishments, Amrita is a devoted spouse
and parent to twin boys. Her passion for travel and entertaining
shines through in her love of hosting friends and family, as well as
preparing traditional East Indian dishes. Amrita truly embodies a
balance of expertise, warmth, and enthusiasm, both at work and in
their personal life.