Yashmeen is committed to helping clients feel confident, informed, and in control of their financial futures. When working with clients, she focuses on building a foundation of trust. By breaking down the complexities of investing, she provides clear insights and thoughtful guidance that empowers them to make sound financial decisions together.
Since joining Wellington-Altus in 2022, Yashmeen has advanced from an Administrative Assistant to an Investment Associate, while earning her Canadian Securities license and her Life Insurance license. In addition to this, she also holds the QAFP® designation, earned with merit, reflecting her commitment to professional and ethical financial planning. With a background in technical support, investment operations, and administration, she brings a strong mix of problem-solving, efficiency, and client service.
Outside of work, you can find Yashmeen exploring a new skill, diving into the latest tech, or simply enjoying time with her family and friends. She’s a firm believer in a balanced life filled with curiosity, connection, and purpose.