“Transparency fosters strong relationships.”
Phalisha is responsible for supporting the investment and client relations teams with research, work flow organization and coordination.
Prior to Aptitude, she worked in investor relations at a Vancouver-based microcap company. She previously worked as a credit analyst for a consumer financing firm, and began her career in finance at an investment brokerage firm. Phalisha holds a Bachelor’s degree in Business Administration with concentration in Finance, Entrepreneurship and Innovation from Simon Fraser University. She has passed the CFA Level 2 exam.