MUTUAL FUNDS . INVESTMENTS   

Private Wealth Managers


 

Jeremy Lalla
Wealth Manager

Jeremy Lalla joined Guardian Asset Management and Investment Services Limited in 2015, as a Wealth Manager. He previously worked with West Indies Stock Brokers where he held the position of Manager-Retail Sales and subsequently at Royal Bank of Canada in the role of Investment Analyst. In these capacities, Jeremy consequently learned to be customer focused and to deliver a deliberate approach to wealth management by understanding a client’s unique needs and following a decisive financial planning process to build successful outcomes. He knows that financial markets can be unpredictable but a steadfast approach, recognizing core competencies and a client centric attitude can aid in achieving financial success.

At present, Jeremy is pursuing his Level 3 CFA qualifications, having previously held a BSc. Economics minor Mathematics from the University of the West Indies. He holds the view that a judicious mix of education and experience allows for in-depth client relationships and market guidance.

Jeremy is an avid cricket fan and when he is not working or studying enjoys spending time with his family, watching a good movie and catching up on Sports.


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