Neha Verma joined Capital West in November 2023. She is a dynamic individual with diverse expertise in investment services. She has extensive experience executing and refining financial operations, focusing on account transactions, compliance, client communication, and registered accounts. With a commitment to enhancing processes and upholding regulatory standards, she consistently strives for excellence in her work. She holds a master's degree in administration, further enriching her skill set and knowledge in the field.

Within her role at Capital West, Neha is primarily responsible for administrating self-directed registered accounts, processing transfers, opening new accounts, managing existing accounts, handling withdrawals and contributions, and providing valuable assistance to clients and her colleagues within the Investment Services team.