Securing Your Future Is Our Main Investment

Updated: 16-06-2021 - 12:00PM   5 4 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

Head

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.

Gina Lum Sang-De Silva

Senior Manager - Investment Sales

Gina joined WISE in June 2019 as Senior Manager – Investment Sales. She has overall responsibility of the sales team and the management of all customer relationships. Since joining WISE she has implemented various strategic change and sales routines to ensure business development and organic focused growth. Her experience incorporates a number of management positions in Corporate and Commercial Banking as well as in Investment Management.

Gina holds an MBA from The University of Hull in Marketing and E-Business as well as a BSc in Management Studies from The University of the West Indies. In addition, she has completed international professional training in the areas of Credit Risk Management, Business Support Services and Selling Skills and Negotiation.

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

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.

Meera Balroop

Fixed Income Trader

Meera joined the financial services sector in 2007 as a Treasury Analyst, at a major local financial institution for a period of 4 years. She then joined RBC in the role of a Foreign Exchange Trader, after which she moved to become the Fixed Income Trader for the Bank and then WISE, covering both the local and international markets. Meera’s role involves actively trading international fixed income instruments and maintaining many international brokerage relationships, alongside active trading in the local bond and treasury bill market. Meera holds a BSc in Management and Economics, an MBA specializing in Finance and the Chartered Financial Analyst accreditation which she obtained in 2016.

 

Natasha Ramlal

Manager - Investment Sales

Natasha has over 15 years’ experience in the financial services industry, where she held positions such as CSR,  Salesperson and Portfolio Manager.  She joined WISE in November 2016 as  Manager – Investment Sales and has been managing a range of clients from high net worth individuals to large institutions.  Her role also involves managing client relationships and building the business on both local and international markets.

Natasha holds a BBA in Business Management specializing in Finance and is currently pursuing an MBA in Finance due to finish in June 2021.

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

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.