Our Expert Team
Our investment experts constantly evaluate the best ways to put your money to work. Our portfolios are completely liquid, and you can access your money at any time. This is what sets us apart from the competition.
CEO & Founder
Pravesh Vasudeva’s education extends from Bachelor of Commerce, Hon. in Financial Accounting, Fellow member (FCA) – The Institute of Chartered Accountants of India, Specialization in Tax Accounting to Life Insurance License, Ontario Canada (FSCO). Mr. Vasudeva is a professional Chartered Accountant with over 25 years of experience in accounting, audit, taxation, management consulting & financial services.
Pravesh has lead two Corporate establishments – An ISO 9002 Company engaged in education/ training in IT, Education partners with Oracle Corporation and A business development Company with thrust in telecommunications, insurance and financial services – associated with major international brands like TATA AIG Insurance, Lucent/Avaya, Kuonni Travels of Switzerland & Citi Bank NA.
Pravesh Vasudeva is a professional advisor who focuses on maximizing investments, minimizing taxes, wealth accumulation and securing his clients’ financial freedom.
He has, also, appeared as speaker at banking services staff training College & brokers’ seminars. He is also involved in other activities such as chartered member, Rotary International Central, India, Head coach 2007 – BU-12 Panthers (North Mississauga Soccer Club) and other sporting interests like golf, cricket and tennis.
CEO & Founder
Anieshia completed her masters in English with Panjab University, India. Her post education training has been in fashion and apparel design. She carried a strong natural flair for colours and clothing which even surfaced further after getting formal education.
Her work experience started with establishing in house boutique for women clothing and gradually ventured into full blown design and manufacturing facility involved in design, manufacturing, finishing and supply of outfits to high end fashion boutiques in India and also, export to European and North American markets.
After making a mammoth change moving to Canada in 2003, she started working in retail sales and customer service – outbound calling for insurance and investment advisors with RBC Insurance. She started her career in insurance and investment industry in the year 2010 as a financial advisor with a mega Canadian Insurance Company. In 2012, She joined the core group at Trust Life & Investments. Her years in the business began with humble beginnings from selling individual policies to families and business owners to round table office environment involving customised solutions.