Naima Egal

Client Service Manager & CSM Team Lead at Focus Partners Wealth

Naima Egal is a seasoned professional in client services within the wealth management sector, currently serving as Client Service Manager and CSM Team Lead at Focus Partners Wealth since August 2024. Prior to this role, Naima held similar positions at Gratus Capital from April 2022 until its merger with The Colony Group, which subsequently rebranded to Focus Partners Wealth in January 2025. Naima's extensive experience also includes a managerial role in client services and senior portfolio administration at MacNicol & Associates Asset Management Inc. from March 2008 to April 2022. Naima earned a Bachelor of Arts (BA) degree with honors in Health and Society from York University between 2002 and 2006.

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Focus Partners Wealth

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.adviserinfo.sec.gov.