Cassandra Venketraman

Cassandra Venketraman is a financial professional with over 8 years of experience specializing in financial planning, investment, and retirement strategies. Cassandra attended the University of Texas at Brownsville on a golf scholarship and completed her BCom with a major in Business Management. She is currently working towards obtaining her CFP designation (Certified Financial Planner) and is a member of The Financial Advisors Association of Canada (Advocis). Cassandra continuously seeks to enhance her knowledge characteristics.  Being a people person, with an extensive knowledge in client services, she is passionate about connecting with clients and improving their financial education and confidence. She believes in building long-term relationships to help you and your family explore all your options at every stage of your life.

In her personal time, Cassandra is an avid life-long learner, constantly seeking to broaden her knowledge base and gain insights on various subjects. Outside the office, she enjoys spending time with her daughters and her husband, traveling, golfing, and cheering on the Oilers and the Blue Jays.

Cassandra believes that education is meant to be shared; she hopes that by educating others through financial literacy and guiding them to reach their goals and dreams that she will leave behind a positive legacy through everyone she meets.