Shoba Belkhode

Financial Advisor

Contact: 613-592-2422 ext: 224

Email: shoba@panoramawealth.ca

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, ranging from financial services manager, assistant branch manager and an associate investment advisor.

Transitioning to the investment services in 2014, Shoba earned her investments licenses and obtained her Personal Financial Planner (PFP®) designation providing financial planning advice and solutions to high-net-worth clients consisting of professional, executives, small business clients and their families.

Shoba joined Investia, Panorama Wealth Management earlier this year, as financial advisor to build her own clients. 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 demeanor, she listens to fully understand each client’s unique goals and develops tailored financial solutions.