Kristin Ramlal has been chosen as the 2018 winner of the Distinguished Advisor Conference (DAC) Young Advisor Award, conference host Knowledge Bureau announced Wednesday.
Ramlal, a Winnipeg-based securities specialist and Qtrade advisor with Great-West Life and London Life, earned the award for her superior client service, industry leadership, and community involvement.
“Kristin is an outstanding young leader who is making a real difference in shaping careers in the financial services, while keeping her focus on client needs,” Evelyn Jacks, president of Winnipeg-based Knowledge Bureau, says in a news release. “The future of financial services in a climate of unprecedented change requires innovative and impactful leadership. Kristin has been chosen for this award in recognition of her championship of education, mentorship and outstanding client service.”
Ramlal has nearly 15 years of experience in the financial services industry, across a variety of channels. These include Canadian and U.S. personal banking and lending, retail and institutional investment account management and supervision, portfolio and securities analysis, market trading and wealth advisory.
Ramlal has a bachelor’s degree in actuarial mathematics and finance from the University of Manitoba. In addition to being licensed by the Investment Industry Regulatory Organization of Canda, Ramlal holds the personal financial planner and chartered investment manager designations. She also holds the certificate in retirement strategy, the certificate in advanced investment advice, and the certificate in technical analysis from the Canadian Securities Institute (CSI). Most recently, she became a fellow of the CSI.
Ramlal volunteers with Steps for MS in support of the MS Society of Canada and is also a mentor with the Winnipeg/Thunder Bay Freedom 55 Female Advisor Group.
The DAC Young Advisor Award, which includes a scholarship to conference, will be presented to Ramlal in Quebec City, Nov. 11-14. The conference, sponsored in part by Investment Executive, “focuses on the professional and technical issues that businesses face now and in the future from a Canadian and global perspective,” Knowledge Bureau says on its website.