Apurva brings more than 14 years of experience in the areas of Investment Management, Financial Services, Corporate Finance and Management Consulting.
She completed her Master of Business Administration (MBA) in Corporate Finance and Strategic Consulting from Schulich School of Business, York University, Ontario in 2012 and is a CAIA & CIM charter holder.
Apurva was also a National Level swimmer and has a Bachelor’s in Music from three different universities. In addition to English, Apurva can also speak Hindi, Punjabi, Gujarati and Marathi.
What is your superpower?
I would say I help people’s financial goals come true.
Why should someone choose Alitis?
One of the big reasons I would recommend people choose Alitis as a firm is we’re in the business of trying to do what’s right for you, what’s right for our client and that is really reflective in the client retention rate that Alitis has because Alitis has a client retention rate of over 99%; and that truly speaks to the level of trust that our clients have – most of our referrals are from existing clients who recommend their good experiences to their extended family and friends.
What do you love about your job at Alitis?
The fact that we are able to really make a meaningful positive impact in the life of our clients, the second and most important also is I am able to work with the great team because when you spend 40, 50, 60, hours a week you want to be doing a job that you really enjoy and with the people that you really enjoy and Alitis is able to provide that and that just helps make work more fun.
When you aren’t working, what do you do for fun?
Both me and my husband are avid hikers so we live in this glorious place with Strathcona Provincial Park being close to us, Gold River hiking spots being close to us so we try to get out for a lot of hikes in the summer and fall, I would say averaging between 15 to 25 hikes each year. I also enjoy getting out on the water with some kayaking activities and when I am at home I love reading, so reading is a guilty pleasure for me as well as doing a little bit of gardening.
Why do you work at Alitis?
It’s almost an extended family environment, it’s not just cut and dry professional relationship: “Here you go, I’ve made you some money, your investment reports are good, you’re out the door” We really genuinely connect with our clients, whether its in term of helping them with a financial plan that they have, whether its in terms of helping them if they are dealing with the loss of a loved one, it’s a very very community and family-oriented environment and that is what genuinely spoke to me.
What is the most satisfying part of your job?
I’ve never felt like an outsider here, whether its with my clients or whether its my teammates. I’ve never discounted because I look different or maybe I have an accent. I’m always considered a part of the team and my input is just as valuable as somebody else’s. That genuinely makes me feel very confident and very at peace with working for a firm that really values that culture.
Connect with Apurva
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