Securing Your Future Is Our Main Investment

Updated: 27-01-2023 - 11:21AM   (8 minutes ago) 10 6 OPEN

About Us

 

Established in 1964, West Indies Stockbrokers Limited (WISE), with an average market share of 20% (between 2007-2020) is the oldest and largest brokerage firm in Trinidad & Tobago. WISE currently administers in excess of TT$13 billion for over 10,000 clients and is a wholly-owned subsidiary of RBC Financial (Caribbean) Limited.

WISE offers execution-only services to private clients, small businesses, institutions and corporations throughout the region. We take pride in our capabilities, dedicated team and consultative approach in partnering with our clients to create optimal execution solutions to meet their investment needs.

From the moment you become our client, you will receive the highest calibre of professional service. Whether you are new to investing or a seasoned professional, our goal is to help you make the best investment decisions for achieving your financial goals. With a team of financial experts with over 100 years combined experience, WISE is well-positioned to offer its private and corporate clients an unparalleled level of service.

 

Suzanne Seepersad

Director / Chairperson

Natalie Mansoor

Director

Jason Thomas

Director

 

Adrian Manmohan

Adrian Manmohan

Director

Adrian has over twenty five years’ experience in the financial services sector. Twenty three of those years have been at WISE where he moved from an Investment Analyst to his current position of Head. He also spent two years as Manager of Investment Services at ANSA Merchant Bank Limited.

Adrian is responsible for the overall operations of WISE. He ensures that the operations of the Company are efficient, timely, relevant and within the confines of the law while providing a superior level of service to all clients.

Adrian holds a BA in Economics from McMaster University, Canada and has completed the Canadian Securities Course (Honours). He is currently pursuing an MSc in Finance.

Salma Ali

Salma Ali

Equity Trader

Salma joined WISE in April 1998. She filled the post of Assistant Accountant before being promoted to Accountant in 2001, when she completed her ACCA accreditation. In June 2005, Salma took on a new challenge at WISE and became the Equity Trader, a post she currently holds. She is a Registered Representative with the Trinidad & Tobago Securities and Exchange Commission since November 2006. During her tenure, Salma was involved in a number of different IPOs, Rights Issues, Bonus Issues and Share Buy-Back Programs.

Candice Bhagan

Candice Bhagan

Fixed Income Trader

Candice has over seventeen years’ experience in the financial service sector. She has regional experience as she held several positions within the banking industry from Retail and Commercial Banking, Field Risk, Treasury and Products & Marketing. She has been at WISE for over four years where she moved from the Investment Analyst to her current position of Fixed Income Trader.

She is responsible for managing all correspondence and compliance with local and international counter parties in relations to fixed income trading. Candice ensures all trade executions are completed in a timely and accurate manner, while obtaining best pricing for the client.

She holds a BA in Business Management from the University of Sunderland and a MBA from Heriot – Watt University.

 

Clarissa Pantin

Clarissa Pantin

Manager - Investment Sales

Clarissa joined WISE in 2018 as Manager - Investment Sales with over twelve years of experience at RBC Royal Bank (Trinidad and Tobago) Limited. She held various roles before joining WISE, such as Customer Service Representative, Account Manager (Credit Sales) and Group Banking Specialist (Mobile Sales).

At WISE, she is responsible for a large portfolio of clients both at the retail and institutional level. Clarissa holds an Associate Degree in Journalism/Public Relations and a Bachelor of Arts Degree in Mass Communication from the College of Science Technology and Applied Arts Trinidad and Tobago (COSTAATT). She is currently pursing Level 2, ACCA with an expected completion date of December 2024.

Alana Douglas

Alana Douglas

Manager - Investment Sales

Alana joined WISE in February 2020, having over 25 years of experience in the Banking Sector. She held various positions at RBC Royal Bank (Trinidad and Tobago) Limited from operations to retail and commercial banking, gaining many years of experience in customer service and managing high net worth clients. Alana currently holds the position of Manager - Investment Sales and is responsible for a portfolio of retail and institutional clients at WISE.

She is a graduate of The University of Sunderland with a BSc in Business Management and has also completed training in several international professional courses in the areas of Credit Risk Management, Selling Skills and Negotiation, Customer Service and Moody’s. As a Sales Professional with many years of experience, Alana prides herself on maintaining the highest quality customer experience at all times, resulting in many loyal clients wherever she goes.

Anrika Ramsaran

Anrika Ramsaran

Manager - Investment Sales

Anrika Ramsaran joined WISE in August of 2022 as a Manager – Investment Sales after successfully holding previous positions as Equities Trader, Investment Analyst and Wealth Manager at other financial intuitions. With over 10 years’ experience in the financial service sector mainly concentrated around investment brokerage, Anrika prides herself in creating and managing investments for her clients.

Anrika holds a B.Sc. in Business Management with a specialization in Finance from the University of the West Indies with pursuits of her Masters in the foreseeable future.