Kruti B.

Kruti B. has a strong background in customer success and financial consulting. Kruti is currently working as an Enterprise Customer Success Manager at CapIntel since April 2022. Prior to that, they worked as a Customer Success Manager at the same company from January 2022 to April 2022. Kruti also gained experience as a Wealth Advisor - Portfolio Management at Wealthsimple from February 2021 to January 2022. Before that, Kruti held roles at MD Financial Management | Gestion financière MD, where they worked as a Financial Consultant from April 2017 to February 2021 and as a Client Associate from July 2013 to April 2017. Kruti'swork experience also includes a role in Marketing & Communications at Wave HQ from June 2011 to November 2011.

Kruti B. attended Ryerson University from 2007 to 2011, where they earned a Bachelor of Commerce degree with a specialization in Marketing Management.

In terms of additional certifications, they obtained the Canadian Securities Institute's Advanced Investment Strategies (AIS) certification, Chartered Investment Manager (CIM®) certification, Portfolio Management Techniques (PMT®) certification, and Wealth Management Essentials (WME®) certification. Kruti obtained these certifications in February 2021.

Kruti also successfully completed the Life Insurance License from the Financial Services Commission of Ontario (FSCO) in October 2018. Furthermore, they completed the Conduct and Practices Handbook Course (CPH®) and the Canadian Securities Course (CSC®) in November 2013 and August 2013, respectively.