OUR TEAM
Yogi Narayan
Managing Director - Finance
Phone: 416-648-8498 x 27
As the Principal Wealth Advisor, Yogi carries an extensive array of expertise in the financial sector. She holds a myriad of qualifications, including a Diploma in Business Finance, LLQP, EMP and a Mortgage Agent Level 1 Licence. Her experience as a Marketing Director in the financial services industry has allowed her to develop strategic insights and a profound understanding of market dynamics. In addition to her financial prowess, Yogi is a successful entrepreneur, having led prosperous retail ventures in Jamaica. This unique blend of financial knowledge, leadership skills, and entrepreneurial spirit makes her a multifaceted professional, adept at navigating and optimizing financial landscapes for both individuals and businesses. Yogi is a proud mother to two children and enjoys assisting families with financial planning. Yogi loves to volunteer in her spare time with local charities that assist less fortunate individuals and takes pride in making a positive difference in her community.
SARAH WONG
Managing Director - Accounting
Phone: 416-400-3977 x 28
Sarah Wong, CPA & CA, is the Managing Director of the Accounting Division at Wealthytoday. Before joining Wealthytoday, Sarah spent six years in public accounting, providing audit and assurance services to public and private entities in the financial services sector at EY LLP, with additional exposure to non-profit organizations at Welch LLP. Sarah holds the CPA, CA designation and graduated with a Master of Management and Professional Accounting degree from the University of Toronto, a Bachelor of Commerce Honours from the University of Ontario Institute of Technology, a Bachelor of Science Honours in Biology, and a Bachelor of Arts in English Literature from Queen's University. Sarah leads our financial operations, ensuring accuracy and compliance. Her attention to detail and strategic planning capabilities are vital to maintaining our financial health and supporting our clients' needs.
Gazal Khatri
Wealth Advisor
Gazal Khatri is a dynamic professional with a strong passion for finance and an exceptional talent for working with numbers. Committed to promoting financial literacy, Gazal empowers families by providing them with the essential tools and knowledge needed to secure their financial futures. As a valued member of our team, she uses her expertise to guide clients through the complexities of insurance and investments, ensuring they can make informed and confident decisions. Gazal's innovative approach to financial planning makes her an invaluable asset to our team.
