Karan Mehrotra
Supervisor, Trading @Aviso Wealth
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WORK HISTORY
Supervisor, Trading @Aviso Wealth
Toronto, ON, CA
EDUCATION
Canadian Securities Institute
Canadian Securities Course
The University of British Columbia
Bachelor of International Economics, Major: Economics | Minor: Business
Canadian Securities Institute
Derivatives Fundamentals and Options Licensing course
Canadian Securities Institute
Conduct and Practices Handbook Course
Sciences Po
Summer School, Economics/ Sustainable Development
Amity international School
High School Diploma, Business/Commerce/Economics/Mathematics
SKILLS
ABOUT KARAN MEHROTRA
As a finance professional with five years of experience in the financial services industry, I am passionate about markets, investment strategies, and helping clients achieve their financial goals. With a background in Economics and Business from the University of British Columbia, I bring a strong analytical foundation to my work as a registered representative. Currently pursuing the CFA designation, I am committed to deepening my expertise in investment analysis and portfolio management. My goal is to transition into portfolio management, where I can leverage my skills in market research, risk assessment, and asset allocation to drive strong financial outcomes. Let’s connect to discuss investment strategies, market insights, and opportunities in the finance industry!
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