Neha Chhabra, CFP, serves as an Associate Total Wealth Planner at Scotia Wealth Management since February 2022. Prior to this role, Neha accumulated extensive experience at Ameriprise Financial Services, LLC, holding various positions from April 2013 to October 2021, including Team Lead - Financial Planning, Sr. Financial Planning Specialist, and Financial Planning Specialist. Responsibilities included evaluating portfolio performance, conducting detailed portfolio analyses, and providing tailored financial solutions aligned with client objectives. Neha's early career as a Financial Analyst at CARE Ratings Ltd involved conducting financial research and risk analysis for small and medium enterprises. Neha holds a Bachelor of Science in Economics from The London School of Economics and a PGDBM in Finance from Lancaster University.
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