Associate, Corporate Finance
Soni's responsibilities include investor services, internal reporting and compliance, and support for fundraising initiatives. She also assists with implementing policies & systems to enhance the investor experience.
Prior to joining Ardenton, Soni spent six years with CIBC in retail banking and financial services where her most recent position was Financial Planning Associate with CIBC Wealth Management. In that role, she supported investment consultants in the execution of their daily business and maximizing high value client portfolio objectives. Soni holds a Bachelor of Business Administration degree with a concentration in Financial Management and a minor in Economics. She is currently pursuing her CFA designation.