Securing Your Future Is Our Main Investment

Updated: 28-11-2022 - 12:00PM   10 6 CLOSED

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.

Rickhi Ramsahai

Rickhi Ramsahai

Senior Manager - Investment Sales

Rickhi has over Thirty years working in the Financial Sector. He joined WISE in 2006 as an Assistant Manager – Sales and Business Development and moved up the rank to Manager and now to Senior Manager – Investment Sales. Rickhi is responsible for ensuring WISE maintains its competitive advantage in the industry with the largest portfolio of assets under administration while operating at all times within the regulatory framework.

Rickhi is also charged with the responsibility of maintaining the high level of professional and efficient customer service currently provided to our clients.

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.

 

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.