Sakshi Vinayak Kulkarni

Sakshi Vinayak Kulkarni is a financial services professional with extensive experience in client solutions and operations. Currently serving as Team Leader for RDSP-Client Solutions at Mackenzie Investments since November 2024, Sakshi previously held positions at IG Wealth Management as a Service Assurance Specialist and served as a Coordinator in Client Solutions at Mackenzie Investments from October 2021 to March 2024. Earlier roles include Client Operations Intern at Questrade Financial Group and Order Processor at The Estée Lauder Companies Inc., as well as a Customer Service Representative at Subway. Sakshi holds a Post Graduate Diploma in Financial Planning and Wealth Management from Lambton College, a Certified Financial Planning designation from the Financial Planning Standards Board India, and a Bachelor of Commerce degree from the University of Mumbai.