Meet our team

Advice-Based Wealth Management

With over 30 years of industry experience in Financial Services, I have been known by colleagues to be a caring, motivated and results-oriented professional.

My commitment to a collaborative work environment within the teams and organizations I have been a part of, has helped me gain the trust and reputation as a dependable individual who always has clients' interests at the forefront of my thought process.

I have been on both the "buy side" as well as the "sell side" of our industry. This gives me a perspective that enables me to see a bigger picture when delivering solutions and tactical recommendations. Creative thinking and emotional intelligence are key elements to my thought process. Finally, I'm guided by a set of core investing principles that are implemented consistently and staying true to this has helped me achieve exceptional results for clients.

Joey has over 15 years of experience in the financial services industry. She joined National Bank in 2012 and became a member of the Ahmad Wealth Management team in 2017. Since joining National Bank Financial, she has obtained her options license.

Joey graduated from the Management program at the University of Toronto with a Bachelor of Business Administration degree (BBA), specializing in accounting. She began her career as a Credit Operations Analyst in the back office of a multinational bank. Her background in accounting and experience in the credit department was invaluable in gaining knowledge in the financial industry.

Joey has strong organizational and analytical skills and is committed to providing exceptional services to our clients. She collaborates closely with Josh and Sinduja and together, they focus on holistic wealth management approach and experience ensuring that all our clients’ needs are met.

Sinduja recently graduated from the Accounting and Finance Program at the Toronto Metropolitan University with a Bachelor of Commerce degree specializing in Finance.

She participated in the Co-op Program where she gained experience working as a Financial Analyst, Property Acquisitions Controls Analyst, and Realty Contract Management Analyst with the Government. During her co-op she was able to gain valuable analytical, organizational and communication skills.

While at University, she was given the opportunity to act as an Equity Research Analyst for the Toronto Metropolitan University’s Student Managed Investment Fund which oversees funds for the University.

Sinduja was also involved in many student groups where she was able to develop her relationship management skills, as she was able to secure 75+ sponsors for her Business School’s Orientation week in Summer 2023.

Sinduja was accepted into the National Bank Financial 2022 Young Women Student Mentorship Program. This one-year program allows students to take part in networking and business development activities within the world of wealth management.

In her free time, Sinduja loves to travel, spend time with her family, play Badminton, volleyball, and mentor students.