Established in 1964, WISE, with an average market share of 25% (2007-2017), is the oldest and largest brokerage firm in Trinidad & Tobago. WISE currently has under administration in excess of TTD13 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 to 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' experience, WISE is well positioned to offer its private and corporate clients an unparalleled level of service. These services include:
Broker-Dealer Activities in:
As the most experienced firm of stockbrokers in Trinidad and Tobago – especially in the area of capital market transactions – WISE has made many impressive achievements including:-
1) Take-over Engagements, Offer to Purchase
* Jointly handled with another broker
3) New Share Issues
4) Offer For Sale
5) Rights Issues
7) Corporation Sole
Board of Directors
Executives and Principal Officers
Adrian Manmohan – Head
Mr. Manmohan has over twelve years experience in the financial services sector. Ten 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.
Mr. Manmohan is responsible for all trading and back office operations of WISE. This includes local equity, international equity and fixed income. 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.
Mr. Manmohan holds a BA in Economics from Mc Master University, Canada and has completed the Canadian Securities Course (Honours) and Level 2 of the Association of Chartered Certified Accountants (ACCA) Program.
Rickhi Ramsahai – Senior Manager, Retail Sales
Rickhi has over twenty 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 – Retail Sales. Rickhi now manages the entire sales team of WISE and is responsible for ensuring WISE maintains it 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.