Profile
"West Oak’s success has come from always putting our clients’ best interests first and always finding ways to improve and add more value to them"
Andrew mcquiston,
west oak family office, wellington-altus private wealth
Pooja Gurrala has over 14 years of experience in the financial services industry. She holds a Bachelor of Business Administration degree along with the Chartered Financial Analyst (CFA) designation. As an investment counsellor at Dixon Mitchell, she looks after individual clients and families by helping them identify, assess, and fulfill their investment objectives.
Gurrala focuses on developing enduring and collaborative relationships with clients to understand their essential needs and financial goals. As a trusted family advisor, she is passionate about educating clients on how to make informed decisions to ensure the growth and preservation of their wealth for generations to come.
Suite 1680, 1055 West Hastings Street, Vancouver BC, V6E 2E9
+1 604 669 3136
pooja@dixonmitchell.com
ca.linkedin.com/in/poojagurrala
dixonmitchell.com
Pooja Gurrala
Investment Counsellor
Dixon Mitchell Investment Counsel
Read on
Special Report
Home
Bio
Milestones
Profile
Milestones
2020–present
Insurance Business Magazine | Key Media
Promoted to investment counsellor at Dixon Mitchell Investment Counsel
Received the WCM Emerging Leaders Award in 2022
2020–present
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2016–2020
Ted Talk in collaboration with key media
Promoted to associate portfolio manager at Dixon Mitchell Investment Counsel
Received the CFA charter designation in 2017
2016–2020
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2015–2016
Ted Talk in collaboration with key media
Transitioned to investment counsel by accepting the role of an associate at Dixon Mitchell Investment Counsel
Began working on her CFA designation
2015–2016
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2013–2015
Ted Talk in collaboration with key media
Transitioned to Wealth Management by joining a discretionary portfolio management team at ScotiaMcLeod
2013–2015
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2008–2013
Ted Talk in collaboration with key media
Worked as a credit and lending specialist
2008–2013
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2008–2013
2013–2015
2015–2016
2016–2020
2020–present
Pooja
Gurrala
Investment Counsellor
Dixon Mitchell Investment Counsel
Read on
Special Report
Home
Bio
Milestones
Profile
Milestones
2020–present
Insurance Business Magazine | Key Media
Promoted to investment counsellor at Dixon Mitchell Investment Counsel
Received the WCM Emerging Leaders Award in 2022
2020–present
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2016–2020
Ted Talk in collaboration with key media
Promoted to associate portfolio manager at Dixon Mitchell Investment Counsel
Received the CFA charter designation in 2017
2016–2020
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2015–2016
Ted Talk in collaboration with key media
Transitioned to investment counsel by accepting the role of an associate at Dixon Mitchell Investment Counsel
Began working on her CFA designation
2015–2016
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2013–2015
Ted Talk in collaboration with key media
Transitioned to Wealth Management by joining a discretionary portfolio management team at ScotiaMcLeod
2013–2015
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2008–2013
Ted Talk in collaboration with key media
Worked as a credit and lending specialist
2008–2013
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2008–2013
2013–2015
2015–2016
2016–2020
2020–present
Pooja Gurrala
Investment Counsellor
Dixon Mitchell Investment Counsel
Read on
Special Report
Home
Bio
Milestones
2020–present
2016–2020
2015–2016
2013–2015
2008–2013
2020–present
Insurance Business Magazine | Key Media
Promoted to investment counsellor at Dixon Mitchell Investment Counsel
Received the WCM Emerging Leaders Award in 2022
2020–present
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2016–2020
Human Resources Magazine | key media
Promoted to associate portfolio manager at Dixon Mitchell Investment Counsel
Received the CFA charter designation in 2017
2016–2020
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2015–2016
Human Resources Magazine | key media
Transitioned to investment counsel by accepting the role of an associate at Dixon Mitchell Investment Counsel
Began working on her CFA designation
2015–2016
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2013–2015
Human Resources Magazine | key media
Transitioned to Wealth Management by joining a discretionary portfolio management team at ScotiaMcLeod
2013–2015
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2008–2013
human resources | key media
Worked as a credit and lending specialist
2008–2013
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Milestones