Shoba Belkhode
PFP®
Mutual fund representative 1
Insurance representative 2
Panorama Wealth Management
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, 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 meAbout 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. Teresa's professionalism along with the support of the team have helped her build long-term relationships and provide excellent customer service.
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.
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.
Latest videos and podcasts
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December 20, 2024 - Podcast
2024 Market Review -
December 17, 2024 - Podcast
2024 Economic Review -
December 13, 2024
Bank of Canada: Another major rate cut -
December 9, 2024 - Podcast
Advantages of the FHSA
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
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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