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Kamal Basra
Financial Advisor, Sophia Financial of Raymond James Ltd.
Professional Background
Kamal Basra has established herself as a leading figure in the financial advisory sector, exercising her expertise for over 25 years. As a co-founder of Sophia Financial Group and a trusted financial advisor at Raymond James Ltd., Kamal has made significant strides in promoting financial literacy and equality within Canada. Her approach centers on providing top-notch investment advisory services primarily to high net worth clients while remaining committed to social equity through her pro bono work. Each week, she dedicates a day to assist clients who may not have access to traditional advisory services, thus reinforcing her reputation as a champion for financial literacy.
Kamal's career path reflects her unwavering commitment to empowering individuals and families through sound financial planning. In 2009, she co-founded Sophia Financial Group, a full-service advisory firm that focuses on creating an inclusive financial planning and investment management platform. Her passion for supporting women and families in achieving their financial goals is evident in her work, which aims to instill confidence and independence in her clients, enabling them to engage meaningfully within their communities.
In addition to her advisory roles, Kamal holds prestigious designations, including Certified Financial Planner and Fellow of the Canadian Securities Institute. Her qualifications are enhanced by her full life insurance licenses, further extending her capability to offer comprehensive financial solutions.
Education and Achievements
Kamal's academic journey began at Vancouver Technical Secondary School, where she earned her Diploma in Science. She later pursued a Bachelor of Science degree in Molecular Biology at Simon Fraser University, making history as the first woman in her family to earn a university degree. Following her education, Kamal engaged in research on heart disease at the University of British Columbia (UBC), where her team authored influential research published in a leading medical journal. This scientific foundation laid the groundwork for her analytical and methodical approach to financial advisory.
After transitioning from her research career, Kamal took on a supervisory role at the Canada Revenue Agency before fully immersing herself in the financial industry. Her impressive career includes positions at notable institutions such as TD Waterhouse and Dundee Securities, where she honed her expertise in investments.
Community Engagement and Philanthropy
Kamal's commitment to community service extends beyond her professional life. She currently serves on the Board of Directors for Chief Isaac Group of Companies, a First Nations Development Corporation, and is a member of the Board of Governors at Simon Fraser University. Her past board service includes roles on the Nurses and Nurse Practitioners of BC and the City of Vancouver Women’s Advisory Committee.
Additionally, Kamal has acted as a co-chair for the Raymond James Diversity & Inclusion Committee for the West and has dedicated over a decade of service to the YWCA, facilitating women’s programs aimed at enhancing social and economic prosperity. Through her philanthropic efforts, Kamal has established scholarships to support single mothers via the Vancouver YWCA, as well as scholarships for First Nations students studying in the sciences at Simon Fraser University. Her purposeful contributions through education exemplify her dedication to uplifting underrepresented groups and fostering an environment of inclusion.
Achievements
- Over 25 years as a trusted financial advisor.
- Co-founder of Sophia Financial Group and Raymond James Ltd.
- Certified Financial Planner and Fellow of the Canadian Securities Institute.
- Authored research on heart disease in a leading medical journal.
- Established scholarships for single mothers and First Nations students in sciences.
- Held significant roles on non-profit boards promoting diversity, inclusion, and community participation.
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Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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