Manisha Mohanty

Manisha joined the Aspira Wealth family in January 2024 as a Client Service Specialist. Manisha brings with her a decade of experience in the financial services industry, specializing in operations and middle office functions. Currently based in Victoria after relocating from India with her family, Manisha is on a journey to become a fully licensed registered representative, showcasing her unwavering commitment to professional growth. She currently supports the team in all administrative capacities.

Outside of her career, she finds solace in exploring new destinations, contributing to her local church community, and cherishing precious moments with her loved ones. With a passion for adventure and a heart for service, Manisha is eager to embrace the beauty of Vancouver Island and all it has to offer.

Journey

2011 - Completes her Master’s degree, with a major in Finance & HR, at BPUT in India

2011 - Joins Deloitte as a Senior Tax Consultant

2015 - Joins ANZ as a Mortgage Underwriter

2016 - Joins JPMorgan Chase & Co. as a Team Leader

2017 - Meets and marries husband, Alan

2021 - Blessed with a daughter and becomes a mom

2022 - Joins Wells Fargo as a Securities Associate Ops Manager

2023 - Moves to Canada

2024 - Joins Aspira Wealth as Client Service Specialist

Giving Back

2009 – Youth for Christ, Youth Program Coordinator

2012- 2022 – Bethel AG Church International Worship Centre, Greeter and New Connect Volunteer

2012 – Volunteer/Educator, CSR event (Impact Day) held by Deloitte

2020 – Volunteer for Lake-clean, CSR event organized by JPMorgan Chase & Co.