Ladan Shokrgozar

Walking alongside clients and helping them achieve their goals through different stages of their lives is what Ladan loves the most about the industry. As portfolio manager, her responsibilities include portfolio construction, tax minimization, and holistic planning and review.

Ladan holds high regard for developing and fostering relationships with clients of all walks of life. Her background in economics and passion for the field makes her a natural fit for the industry and motivates her to do the most for her clients. There is no better feeling than capturing clients' trust and making them feel confident in their finances, which is what inspires Ladan to do her work every day.

Someone close to Ladan would describe her as dependable, purposeful, and relatable. She loves spending time with her family, travelling, and learning about different cultures and cuisines outside of her professional work.