Shoba Belkhode

PFP®

Mutual fund representative 1

Insurance representative 2

Panorama Wealth Management

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RRIF and LIF

Several income options are available to you at retirement age.

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About me

Shoba has over 16 years of invaluable experience in the financial services industry. Her journey commenced at one of Canada’s leading banks in 2007, where she held various roles, including financial services manager and assistant branch manager. Transitioning to investment services in 2014, Shoba earned her investment licenses and obtained her Personal Financial Planner (PFP®) designation in 2016.

Shoba recently joined iA Investia and Panorama Wealth Management as financial advisor and financial planner to build her practice.

Shoba believes in building long-term client relationships, and particularly enjoys working with clients to build wealth plans, leveraging multiple strategies, to achieve their financial goals. With a calm demeanor, she listens to fully understand what’s important to clients to provide them with suitable financial solutions.

Shoba cherishes time with her family, her husband and her two children. She enjoys dancing, running, hiking and skiing.

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About my team

Teresa is a team member with over 20 years of experience working in the financial industry, giving her an ideal foundation for her work as a Licensed Assistant. Her attention to detail, listening skills and empathy are symbols of her appreciation to our clients and the Panorama Wealth Team. Her professionalism along with the support of the team have helped her build long-term relationships and provide excellent customer service.

Teresa Enright

Telephone

613 592-2422 Send a messageeast

A complete service offer to answer your needs

Savings and retirement

Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.

Why work with an advisor?

An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:

  • Earn more money and learn where and when to invest
  • Receive a personalized financial plan that will help you achieve your objectives
  • Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
  • Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
  • Save time and enough money to carry out your projects
The value of an advisor

Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.

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Client Portal

Direct access to your investments and our advice

Stay up-to-date on the progress of your investments, access to detailed information about your accounts and see if you are on track reach your goals.

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Economic News with Sébastien Mc Mahon

Sébastien Mc Mahon has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.

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October 4, 2024

U.S.: Dare we say Goldilocks economy?

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1 With Investia Financial Services Inc. 2 Panorama Wealth Management