Biography
As a Senior Associate, Shar is focused on delivering a high standard of service to ensure a seamless experience to clients throughout their participation in PearTree’s product offerings.
Shar brings over a decade of experience in financial services and client operations, having worked at several of Canada’s major banks. Since 2022, he has focused more specifically on the wealth management sector, most recently serving as a Client Service Manager at a boutique wealth management firm in Toronto prior to joining PearTree. In this role, he built a strong reputation for providing personalized service to clients and collaborating effectively with various stakeholders.
Shar holds a Bachelor of Commerce from Toronto Metropolitan University and has completed the Canadian Securities Course through the Canadian Securities Institute.