PFP®
Mutual fund representative 1
Insurance representative 2
Panorama Wealth Management
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, namely financial services manager, assistant branch manager and associate investment advisor. Transitioning to investment services in 2014, Shoba earned her investment licences and obtained her Personal Financial Planner (PFP®) designation, providing financial planning advice and solutions to high-net-worth clients consisting of professionals, executives, small business owners and their families.
Shoba joined Investia, Panorama Wealth Management in 2024 as a financial advisor to build her practice.
Shoba focuses on fostering long-term client relationships, and particularly enjoys working with clients to build personalized wealth plans, leveraging multiple strategies, to achieve their financial goals. With a calm demeanour, she listens attentively to fully understand each client’s unique goals and develops tailored financial solutions.
Shoba loves sharing travel experiences and quality time with her husband and two children. She also enjoys dancing, running, hiking and ski adventures, which bring her joy and keep her active.
Contact meMutual 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.
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.
December 20, 2024 - Podcast
2024 Market ReviewDecember 17, 2024 - Podcast
2024 Economic ReviewDecember 13, 2024
Bank of Canada: Another major rate cutDecember 9, 2024 - Podcast
Advantages of the FHSAAn 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:
Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.
Learn moreStay 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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