Afshan Ansari
Associate Vice President, Fee-based Solutions @Raymond James Ltd.
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WORK HISTORY
Associate Vice President, Fee-based Solutions @Raymond James Ltd.
Toronto, ON, CA
As an AVP at RJL, I work with Advisors and RJL\'s leadership to drive the business growth and development of our fee-based platforms: Advisor as PM, SMA, Pooled Funds and non-discretionary fee-based accounts. The fee-based options at Raymond James are limitless and industry-leading, allowing Advisors the flexibility and infrastructure to build their practices to their highest authentic potential
EDUCATION
University of Waterloo
Bachelor's degree, Science and Business
Turner Fenton Secondary School
High School Diploma, International Baccalaureate (IB) Program
ABOUT AFSHAN ANSARI
I\'m a decade into my corporate career, where I\'ve dedicated the last 8 years specializing within discretionary wealth management (WM) solutions. As I progress, my passion lies in advancing further within the WM industry to deliver top-tier discretionary investment solutions to Advisors, contributing to the enhanced financial wellbeing of Canadians. My professional journey in the WM industry started by immersing myself in UMA technology, where I facilitated banks in delivering discretionary multi-sleeve technologies to Advisors of all styles. My next pit-stop was transitioning into back-office, where I oversaw day-to-day trade operations of $3BN in assets for Brokers / Dealers that offer fee-based programs for their Advisors. I now find myself at home, at Raymond James, driving the business development of RJ\'s fast-growing fee-based solutions. Today\'s Wealth Advisors are not just seeking another mutual fund for their clients; they are actively in search of innovative technology and operational solutions that can better their practices. Being at the intersection of wealth technology and operations, I am poised to empower today\'s Wealth Advisors in navigating the complexities of the modern financial world effectively. Together, let\'s redefine the future of Canadian wealth management.
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