Shoba Belkhode

Financial Advisor

Contact: 613-592-2422 ext: 224

Email: shoba@panoramawealth.ca

Shoba brings over 18 years of experience in the financial services industry. She began her career in 2007 with one of Canada’s leading banks, where she progressed through a variety of roles including, Financial Services Manager, and Assistant Branch Manager. 

Transitioning to the investment services in 2014, Shoba has earned her investment licenses and Personal Financial Planner (PFP®) designation, enabling her to provide specialized financial planning advice and solutions, particularly for high-net-worth clients.

  Shoba has been with Investia Financial Services, Panorama Wealth Management since 2024, where she serves individuals and families with a focus on comprehensive, goal-based financial planning. Her clients include professionals, executives, small business owners, and their families.

Shoba is passionate about building long-term client relationships and takes pride in helping clients develop personalized wealth strategies tailored to their unique goals. Known for her calm and thoughtful approach, she takes the time to truly understand each client’s situation and provides customized financial planning solutions using a range of strategies.