Girish Agrawal CFP®, RRC
Girish Agrawal is the source of ethics and best practices followed at Agrawal Associates. He is actively involved in managing and directing our vision of keeping clients’ interests and happiness first. Girish has more than 30 years of experience and several qualifications including the CERTIFIED FINANCIAL PLANNER® designation.
For exceptionally managing clients’ financial well-being and his commitment to the community, Girish has received many accolades including Calgary’s Top 40 Under 40 and Canada’s Top 25 Immigrants.
His diverse and committed life includes climbing mountains including Everest and raising more than $500,000 for various charities. Girish worked with FP Canada and established the first scholarship in Canada's history to support the CFP designation across Canada.
Ajay Kumar B.Comm, CFP®, EPC
With over 32 years of experience, Ajay is dedicated to building lasting relationships with clients and guiding them through life’s most important financial decisions with clarity and confidence. He takes the time to understand each client’s unique goals and values, crafting strategies that adapt as their needs evolve.
Clients appreciate Ajay’s ability to translate financial jargon into actionable insights, empowering them to make informed decisions that bring peace of mind and enduring security. Many of his client relationships span decades, reflecting his dedication and trustworthiness. Ajay proudly follows the legacy of Agrawal Associates, implementing prudent principles of wealth management to help clients achieve lasting success.
Outside of work, Ajay is a lifelong learner–currently immersing himself in Spanish language and culture. He also enjoys golfing, traveling, and exploring new perspectives, embracing the joy of continuous growth
Houston Harvey CIM
Houston began her journey in the wealth management industry in 2022. As a dedicated licensed Associate, she brings a wealth of knowledge and experience 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.
Saarthak Kumar PMP, B.MGT, D.Tech
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 CERTIFIED FINANCIAL PLANNER® designation, he is committed to building long-term relationships through thoughtful advisory and continuous learning.
Angela Kubik
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.
Deepika Gupta
Deepika is a full-time management employee with a well-known company in Calgary. As a volunteer Business Development Coordinator 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.
Melanie Hayden
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. In addition, she provides excellent support in hosting events and other aspects of clients’ servicing. Her expanded personality includes hiking, rock climbing, and special love for animals.