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Roshni Luthra

Analyst

Experience

Roshni has more than 2 years of experience working in the investment industry. Prior to joining George & Bell, Roshni worked at a full-service brokerage firm focusing on wealth, retirement and estate planning. She was an IIROC registered representative responsible for supporting investment advisors and servicing the needs of high net worth individuals and their investment portfolios.

Qualifications and Education

Roshni graduated with a Bachelor of Arts in Political Science from Rollins College in Florida, where she was a three-time NCAA All-American in Division II Women’s Tennis. Since moving to Canada, Roshni has completed certificates in International Business Management at Algonquin College, as well as Finance at the University of Lethbridge. She is currently pursuing the CFA designation and is a Level II candidate.