Silvi Pukitis Woods, CFA, CFP

Silvi Pukitis Woods is a financial professional who holds the positions of Wealth Advisor and Portfolio Manager at Wealthsimple, a prominent online investing platform in Canada.1 Her credentials include being a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP).4

Professional Background

Silvi has over 7 years of experience in providing investment and financial advice.1 At Wealthsimple, she plays a key role in combining simple technology with human advice to assist clients with their investment needs. Her expertise extends to various aspects of financial planning and wealth management.

Responsibilities and Expertise

As a Portfolio Manager at Wealthsimple, Silvi likely contributes to:

• Designing and managing investment portfolios
• Providing personalized financial advice to clients
• Assisting with long-term wealth building strategies
• Offering insights on various financial products and services

Recognition and Contributions

Silvi is recognized in the financial industry for her expertise. She has been involved in notable partnerships and initiatives at Wealthsimple.3 Additionally, she has participated in discussions about financial issues affecting millennials, sharing her knowledge on solving common money problems faced by this demographic.2

Professional Network

Silvi is part of a team of respected financial professionals at Wealthsimple. She works alongside other certified advisors and portfolio managers, contributing to the company's mission of making investing accessible and straightforward for Canadians.4