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Licensed Title
Associate Consultant
Biography

Houston began her journey in the wealth management industry in 2022. As a dedicated Licensed Associate, she brings a wealth of knowledge and expertise to her role. Born and raised in Calgary, she has a deep connection to her community and a passion for educating the youth about financial literacy.

Outside of her professional life, she is a proud mother to her 5-year-old daughter. She enjoys spending her summers hiking, cooking, sailing, and kayaking, making the most of the beautiful outdoors.

 

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Licensed Title
Assistant
Biography

Saarthak joins Agrawal Associates with a background in engineering project management and hydrogen energy infrastructure. This experience in managing complex systems has fostered a deep appreciation for the precision and long-term planning required to achieve successful outcomes for client's wealth goals. 

Driven by a desire to make a direct, meaningful impact on people’s lives, Saarthak is dedicated to helping clients navigate financial complexity with clarity and integrity. A candidate for the CFP® designation, he is committed to building long-term relationships through thoughtful advisory and continuous learning.

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Licensed Title
Administrative Assistant
Biography

Angela brings over 20 years of experience and knowledge in customer relations, marketing and events to Agrawal Associates. Angela is a recipient of a National Excellence Award and was a finalist for a Calgary White Hat Award for outstanding customer service. 

Angela’s main focus is supporting Ajay Kumar and elevating our client experience. Aside from being passionate about her work, Angela partners with several charitable organizations to raise money and awareness.

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Biography

Deepika is a full-time management employee with a well-known company in Calgary. As a volunteer Business Advisor to Agrawal Associates, she identifies ways to improve our efficiency and effectiveness. Deepika also provides excellent guidance on how we could provide better services to clients. Besides her family, Deepika loves the mountains, classical dance, cooking, and most importantly, helping people. We
are really grateful for having Deepika as our volunteer Business Advisor.

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Biography

Melanie’s accolades include being instrumental in establishing massage therapy as a profession. Melanie brings significant professional and life experience to her role at Agrawal Associates. As a Life Manager to Girish Agrawal, Melanie literally takes care of Girish’s on-going life needs. In addition, she also provides excellent support in hosting events and other aspects of clients’ servicing. Her expanded personality includes hiking, rock climbing, and special love for animals.