Kajol Verma

Nov 2022 Issue

Kajol is our newest Portfolio Administrator, where she assists in responding to client needs, onboarding clients, and assisting with general firm operations. Kajol recently graduated from SFU with an honors business degree concentrating in Finance and Operations Management. Her finance concentration focused on corporate finance and security analysis, while operations management focused on sustainable business and supply chain management. She is working towards her CFA designation and will write her Level 1 exam this year.