Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
Sara Dowlatshahi joined Dynamic Funds in 2015 and has been a Wholesaler and Vice President, Business Development ever since.
Prior to joining Dynamic Funds, Sara begun to wholesale in 2009 with a top 6 bank followed by a leading Canadian ETF provider. Having started her career in the financial industry at a brokerage firm in Toronto in 1999, and later working as an advisor, Sara draws on over 20 years of experience and knowledge of the financial industry.
Sara holds an Honours Bachelor of Arts (HBA) in Economics from the University of Toronto, a Master of Arts (MA) in Economics from York University, and a CAIA Fundamentals of Alternative Investment certificate.
40 Temperance Street 16th Floor Toronto, ON M5H 1Y4
416 302 5353
sdowlatshahi@dynamic.ca
ca.linkedin.com/in/thedow40k
dynamic.ca
Sara Dowlatshahi
Vice President, Business Development
Dynamic Funds
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“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
1998–2002
2002–2004
2015–present
2018–2022
2023–present
Hon BA Economics at University of Toronto – New College
1998–
2002
MA Economics at York University
2002–
2004
Wholesaler and Vice President for Business Development at Dynamic Funds
2018: Certificate in Fundamentals of Alternative Investments from CAIA Association
2023: Wealth Professional Top 50 Wholesaler
2015–
present
Director, Sales at ICM Asset Management
2018–
2022
Principal and Director, Sales at ICM Asset Management
2023–
present
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones