Undaleeb Agha 
Assistant

I’ve always believed that small details make a big difference, especially when it comes to supporting clients through life’s financial milestones. In my role, I ensure that the preparation, paperwork, and processes are handled smoothly, allowing clients to focus on what matters most to them. 

With nearly 20 years of experience in financial services, I’ve worked across mortgage underwriting, account administration, and advisor support. I enjoy being part of a team that values personal connections and collaborates to help clients achieve their goals. 

At home, life moves fast, in the best way! My husband and I are constantly on the go with our two kids. Our daughter just graduated with honours and is heading into high school, and our son plays rep basketball with the Ancaster Magic. Between school, sports, and everything in between, there’s never a dull moment.