How this advisor went from selling Kool-Aid as a kid to offering the tough advice clients need to hear

Ladan Shokrgozar is a Senior Portfolio Manager at Harbourfront Wealth Management in Vancouver, British Columbia. With over a decade of experience in client service, including banking and wealth advisory, she brings a comprehensive approach to wealth management, emphasizing defensive portfolio construction and tax minimization.

Holding a BA in Economics from Simon Fraser University, Ladan’s passion for economics and her dedication to fostering relationships with clients have made her a natural fit in the wealth management industry. She believes that the industry is not solely about numbers but is highly relationship-based, requiring strong communication and listening skills. Ladan emphasizes that women, being compassionate and adept at building relationships, bring valuable traits to the industry that are often overlooked.

Her commitment to excellence has been recognized through multiple accolades, including being named an Excellence Awardee for the Advocis Award for Young Achiever of the Year in 2020 and 2021, and being listed on the Wealth Professional Rising Star List in 2020. In 2023, she was also an Excellence Awardee for the Female Trailblazer of the Year at the Wealth Professional Awards.

Beyond her professional achievements, Ladan is an advocate for gender diversity in the financial industry. She actively participates in initiatives aimed at empowering women, such as Harbourfront’s “High Five Ladies” virtual networking events, which foster connections among women advisors and clients across Canada . Ladan believes that firms embracing gender diversity are better positioned to serve the growing demographic of women accumulating wealth.

Read the full article on the Globe and Mail here