Smriti Mahendru

Smriti is a Wealth Planning Associate at Nicola Wealth in Toronto, where she helps clients achieve their long-term financial goals through personalized and strategic wealth planning solutions. With over five years of experience in the wealth management and financial services industry, she brings a strong foundation in financial planning, investment strategies, and client relationship management.

Prior to joining Nicola Wealth, she gained valuable experience in both client advisory and financial planning roles at leading financial institutions. She holds a Bachelor of Commerce and has completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH) certification.

Drawn to Nicola Wealth for its values-driven approach and unique positioning in the industry, she is committed to delivering integrity-driven, client-centric service. Outside of work, she enjoys staying active, traveling, and spending quality time with her family, especially her energetic two-year-old son.