Meet our team

Abhishek graduated from Royal Roads University with a bachelor’s degree in business administration and immediately became interested in exploring the financial industry and growing in it. His journey started in 2022 with the Canadian Securities Course and he quickly completed his licensing requirements after joining the team in March 2023.

Abhishek enjoys developing and improving processes while working with numbers. He handles administrative tasks, scheduling meetings, answering phone calls, keeping client records up to date along with providing excelling client service.

Outside of work, Abhishek loves going on hikes around the island or adding another book to his library. When time permits, he occasionally takes up his sketchbook to turn a beautiful scenery into portrait.

Irene joined the team in May of 2024. She has a bachelor’s degree in Global Business from the University of Western Australia and MBA from National Cheng Kung University. She is bilingual and speaks English and Mandarin. Irene started her journey in the financial sector in 2022, working as a Banking advisor at the National Bank of Canada where her adaptability and people skills quickly became evident and later transferred to National Bank Financial. Irene is currently working on the Canadian Securities course and completing her licensing requirements.

Outside of work, Irene finds joy in travel and has visited over 30 countries. She loves the outdoors and spends time with her family camping, hiking, kayaking and yoga.