Shubham Sharma, B.B.A Client Service Specialist

Shubham joined our team in 2021 as a Wealth Advisor Assistant. He works closely with Chris – helping clients achieve their dreams, big or small, through wealth advisory services such as financial planning, cross-border services, and investment portfolio management.

Born and raised in India, Shubham moved to Canada in 2017 to pursue a Bachelor degree in Business Administration with majors in Business and Sustainability from Royal Roads University. Shubham gained his first financial industry experience with a credit union and a major bank. Shubham is currently working towards completing his Canadian Securities Course (CSC).

In his free time, Shubham enjoys cooking and experimenting with various cuisines like Indian, continental, Italian, and the list continues. Shubham also enjoys off-roading, travelling and spending time with friends and family.