Becky Bouzhmehrani

"I am dedicated to working with my clients’ best interest in mind in order to help them reach their financial goals, by customizing specific financial goals suited to them. I use a variety of different channels to deliver these customized solutions to my clients, and conduct regular reviews to make sure they are on track.”

A strong advocate for continuous learning, Becky has completed the Canadian Securities Course (CSC) as well as a number of financial industry courses from the Investment Funds Institute of Canada (IFIC), the Canadian Securities Institute (CSI) and the Investment Regulatory Organization of Canada (IIROC).

Becky combines this wealth of education with years of experience assisting clients in achieving their short- and long-term goals. She does this through building trust with clients through open communication and dialogue.

“My approach is to work with clients’ best interests in mind. I seek to build long-term relationships and earn their trust by actively listening to them, getting to know and understand their financial needs and goals. I am also part of a team of experts working together to deliver personalized solutions to our clients through our high-touch and high-tech channels.”

Learn more about the value of working with a financial advisor.