Pantea’s approach is designed to be especially transformative for women striving to take command of their financial futures. She recognizes the unique challenges and opportunities women face—whether building careers, raising families, or navigating life’s many transitions—and she tailors her guidance to help each client feel equipped, informed, and empowered.

For women who may have been historically underserved or overlooked in financial conversations, Pantea cultivates a supportive environment where every voice is heard, and every goal is prioritized. She takes the time to demystify complex financial concepts, helping ensure her clients feel confident in every decision, from the earliest stages of investing to sophisticated strategies for wealth preservation and growth.

Through collaborative planning, she encourages women to articulate their aspirations—be it securing their children’s education, funding a new business venture, or establishing a legacy for future generations. Pantea believes that true financial empowerment goes beyond the balance sheet; it’s about fostering independence, resilience, and the assurance that one’s wealth aligns with one’s values.

By blending her deep expertise with genuine empathy, Pantea strives to become not just an advisor but a trusted ally. Her clients—many of whom are accomplished professionals balancing demanding roles—find in her an advisor who celebrates their achievements and helps transform financial goals into lasting realities. With Pantea, women discover that managing wealth is not only possible but profoundly rewarding.

Pantea is especially passionate about championing leadership and financial confidence among women professionals and entrepreneurs. She understands the unique challenges many women face in balancing career, family, and financial goals, and she takes pride in guiding them towards greater independence and strength. Her approach is not about exclusivity but about inclusivity- ensuring that every client, regardless of their background, feels empowered to lead their financial journey with clarity and confidence.

Pantea’s relentless pursuit of excellence is underpinned by a robust academic foundation and an abundance of industry-leading credentials. She holds advanced degrees including a MBA in finance and economics from University of Quebec in Montreal, UQAM and is a proud holder of the Financial Planning (F.Pl.) designation from Quebec Institute of Financial Planning (IQPF). In addition to her accreditations mentioned above, she also holds the Fellow of Canadian Securities Institute (FCSI®) designation — the gold standard for professionalism and leadership in Canadian wealth management. These distinctions mirror her dedication to continuous learning and ensure that her guidance is always informed by best practices and the highest ethical standards. With that being said her greatest reward is the enduring gratitude of those she collaborates with. Her recognitions for leadership, innovation, and client service are testaments to her capacity to elevate lives and transform challenges into opportunities for growth. She is especially passionate about empowering women professionals and entrepreneurs, championing their financial independence and strength.

As a proud member of TD Wealth Private Investment Advice, Pantea draws on the firm’s legacy of client-first values, collaboration, and world-class resources. She seamlessly blends institutional wisdom with a personal touch, ensuring that each client receives not only industry-leading solutions but also heartfelt guidance and unwavering support.