Soham is Canadian Securities Course (CSC) certified and a licensed Certified Financial Planner (CFP) in India, currently working towards obtaining his CFP designation in Canada. He holds a bachelor’s degree in commerce from the University of Mumbai and a Post Graduate Diploma in Financial Planning and Wealth Management from Lambton College in Canada.

With over four years of experience in the financial industry, Soham has focused on investments and insurance. His diverse background includes working with experienced financial advisors, financial planners, and market leaders such as Fidelity Investments and Mackenzie Investments.

Soham's empathetic nature and emotional intelligence have greatly enhanced his ability to understand and serve clients effectively. He is passionate about financial planning and consistently goes above and beyond to meet clients' needs and help them achieve their goals. He strongly believes in continued learning and regularly pursues certifications to better serve clients.

Growing up in Mumbai, India, Soham was surrounded by diverse cultures, which inspired him to move to Canada for a better future and the opportunity to experience even more cultural diversity.

In his personal life, Soham enjoys music, is a self-taught guitarist, and loves spending his free time with his family.