It’s important to provide clients with a bespoke level of service and ensure their financial objectives are met through education, action, and review.
As an Associate on the Client Wealth Management team, Fatuma Akalo is the first point of contact in our client relationships.
Prior to joining Gluskin Sheff in 2019, she worked at Morrows Private Wealth and Beulah Capital as an Associate Financial Adviser in Australia.
What are your favourite books to recommend?
Midnight in the Garden of Good and Evil by John Berendt
A Short History of Nearly Everything by Bill Bryson
Along Came a Spider by James Patterson
Are you learning anything new?
The Canadian retirement system and securities environment given my background in Australia and general curiosity.
What is the most unexpected thing you want to achieve?
To team up with some great, likeminded people to run a modern financial planning practice where ethical investing is a focus and our mode of operation is modern, flexible, and meritocratic; or
To become a silent owner of a cocktail bar that brings the artistry of cocktail making together alongside supporting local artists and musicians.
EDUCATION & MEMBERSHIPS
- Member, Financial Planner AFP®, Financial Planning Association of Australia
- Master of Applied Finance in Wealth Management, Kaplan Professional
- Bachelor of Business in Economics and Finance, RMIT University
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