Richa Nair, B.A., CIM, FCSI
As an Investment Counsellor, Richa Nair provides
portfolio management services and her experience to our high net worth clients in the Assante Private Client program. In this role, in consultation with our team’s knowledge of our clients’ circumstances, she determines an appropriate asset allocation to best meet their objectives. She also provides ongoing review of client portfolios, and works closely with our Wealth Planning team to ensure that our clients’
investment plans continue to meet their needs.
She brings over 10 years of financial services experience to her role at Assante Private Client. Prior to joining our team in 2015, Richa held various positions with RBC Dominion Securities and BMO Nesbitt Burns before moving on to start her own financial planning and wealth advisory practice at TD Wealth.
Richa holds a Bachelor of Arts degree from the University of British Columbia. She holds the Chartered Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI). In addition, Richa is life insurance licensed.