PAULA - Key Persons
Job Titles:
- Associate Branch Operations Manager
Brandon joined the team in 2012 after beginning his career with another firm. He is primarily responsible for the day to day portfolio operations and has a keen interest and passion for financial markets.
He earned his Bachelor of Science in Mathematics from the University of Saskatchewan and has obtained his Chartered Financial Analyst (CFA) designation.
Job Titles:
- Investment Advisor
- Vice President
- Investment & Wealth Advisor
Job Titles:
- Branch Operations Manager
Job Titles:
- Advisor
- Senior Associate
- CIM
Manya is a licensed associate with operational and administrative experience. She can assist you with trade transactions, account set-up and general inquiries. She's self-motivated and eager to learn and provide the best experience to clients. Manya holds a Bachelor of Art degree and also worked as an accounts payable associate. She's a hard worker with an incredibly positive attitude.
In her free time, Manya loves reading books, enjoy travelling and playing with her energetic son.
With extensive administrative and operational experience, Sokha is a licensed Associate and a key member of our service team. You can count on her to expertly assist with your general inquiries, account set-up and trade transactions. Sokha is also responsible for a wide range of administrative responsibilities that help our team run smoothly.
Before joining our team, Sokha worked as an Administrative Assistant and Branch Operations Assistant at our Edmonton branch. She holds a Diploma in Accounting and Strategic Measurement from MacEwan University, which entailed taking courses in finance, managerial and financial accounting and taxation.
Outside of the office, Sokha enjoys spending time with her family and traveling to new places.