Bliss Seepersad is a Wealth Manager and is a graduate from The University of the West Indies, Michigan State University and Henley Brunel Management College. Her work experience spans the past 30 plus years in a family business, Public Sector, The Financial Sector, as a self-employed Consultant (working with individuals, Companies, Regional and International Organisations) and most recently with Guardian Asset Management and Investment Services Limited. She also sits on several Boards, the major ones being Trinidad Building and Loan Association (celebrating 125 successful years in existence) and The Chaguaramas Development Authority.
She is also an active members of the following organisations:
Katrine Tom Yew, Wealth Manager, has been with the Asset Management Division of the Guardian Group since 2009. She believes that her previous eight years as a Vice President in the Real Estate Finance Department of SunTrust Bank has provided her with the necessary skills for cultivating, retaining and serving high net worth individuals and corporates.
Katrine earned her Masters of Science degree in Finance from Florida International University. She is amongst the top sales performers in her industry and was recognized for the highest amount of non-discretionary sales in 2013 in her department.
Katrine is dedicated to relationship retention and growth. She enjoys building these relationships and interacting with people. She is very trustworthy and dependable. Katrine has strong work ethics and knows what can be done and makes no promises to the contrary. She is self-motivated and persistent, sets appropriate priorities and follows through. She is recognized by senior management and her peers as demonstrating the company’s core competencies and delivers results in an exemplary manner.
As a Wealth Manager, Katrine’s role is to get to know her clients better in terms of understanding their needs, goals and what drives them, in that way she is able to design customized solutions to assist clients in achieving their financial goals and peace of mind.
Mobile: 1 868 471 6182
Nicole Murrell is a Wealth Manager with Guardian Asset Management. Nicole has been in the financial services industry for over fifteen (15) years and has solid experience in the areas of general banking, stockbroking, sales, investments and wealth management. Prior to joining the Guardian Group, Nicole worked with Republic Bank Limited and Bourse Securities Limited. At Bourse Securities Limited, she was responsible for the management of a unit spearheading the marketing and sales initiatives. She also gained extensive knowledge in stockbroking. Nicole joined the Guardian Group team in 2008 and has been dedicated to providing high net worth individuals and institutions with tailored financial advice that helps to ensure financial peace of mind. She currently manages TTD$98 million in assets under management.
As a designated Wealth Manager, Nicole is one of the select wealth management professionals recognized by the Guardian Group for her experience in providing comprehensive wealth advisory services to the company’s private wealth clients and institutions. Nicole has been known for her excellent customer service and client relationship management with her portfolio of clients over the years.
Her approach to doing business is by taking the time to understand her client’s individual needs by having a personalized discussion; this interview is instrumental in discovering the client’s specific needs and objectives. If any needs are uncovered that she can assist with, she will then prepare some recommendations for the client’s consideration that will help accomplish their individual goals, even if it means recommending a solution that is not part of Guardian Asset Management’s range of investment solutions.
Nicole graduated from the University of Lincoln with a Bachelor’s honors degree in International Business Administration. She also holds the Certificate for Financial Advisors (Cert.FA) from the Institute of Banking & Finance-Trinidad and Tobago. She is currently in the final stages of completing the International Masters in Business Administration degree with the Arthur Lok Jack Graduate School of Business.
Nicole has a passion for helping others and as such has been involved in charitable activities both at work and in her community and church. In her spare time, she enjoys travel, music, reading and golf.
Mobile: 1868 774 1560
Trever John joined our Asset Management Team in 2017, as a Wealth Manager. He has more than 7 years of experience in helping clients develop customised investment portfolios to attain their specific financial goal. He is passionate about educating and empowering his clients and exhibits high energy towards his work.
His tertiary education pursuits date back to 2005 when he was awarded a Bachelor’s Degree graduating with Upper Second Class Honors from the Anglia Polytechnic University. He furthered his education by completing his MBA at the Anglia Ruskin University specializing in Leadership. Trever is also a member of Chartered Insurance Institute and holds the Cert. CII designation.
His career began when he joined the Neal and Massy (now Massy) Graduate Trainee Program. This experience set the foundation for his pursuits within the Insurance and Banking Industries. Trever spent his early years at COLFIRE building relationships with Insurance Brokers and satisfying their clients’ general insurance needs. It was his passion for helping people which led to his decision to transition to the Banking Industry where he served clients at Scotiabank and RBC Royal Bank. He has actively managed High Net Worth Client Portfolios and more recently held the position of Financial Planner at RBC Royal Bank. He possesses 9 years combined experience within the Banking Industry.
Trever prides himself on providing sound Wealth Management in keeping with the highest levels of ethics and integrity. He also believes that ultimate client satisfaction can be achieved by understanding clients well enough to anticipate their needs. During his banking career, he has received several accolades for his top performance in sales.
Trever enjoys spending time with his family and the occasional stopover to his homeland, Tobago. He avidly follows politics and finance both locally and abroad. He can also be spotted on a lawn tennis court on a Saturday morning perfecting his craft.
Asha Bain is an Investment Advisor at Guardian Asset Management. She joined the Company in August 2007. Asha started her career in the Life Insurance Industry in July 1995 at Life of Barbados. During her tenure there she received many awards such as:
Loise Silva joined Guardian Asset Management as an Investment Advisor with close to ten (10) years of sales experience in the financial and insurance field and over twenty five (25) years in the Insurance Industry. This experience has given Loise insight on the expectations and the importance of service in the financial sector. While at Guardian Life, Loise attained the Life Office Management Association, Inc. (LOMA) - Associate, Customer Service (ACS) certification and the Fellow, Life Management Institute (FLMI) designation as well as a Diploma in Management for Administrative Professionals from the Roytec institute. As an Insurance Advisor, Loise attained her state license in the General Insurance Business in 2009.
As an Investment Advisor, the way Loise does business starts by having personal conversations with her clients to discuss their most important needs and their goals, after which a plan is structured to achieve their needs. With biannual review meetings, Loise is committed to ensuring her clients are satisfied with the results and the experience.
Being a past student of Providence Girl's Catholic School, Loise has learnt and values the importance of discipline and tolerance. Being an active member of the St. Vincent de Paul Society has contributed greatly to her humility and the importance of perseverance and a very strong belief in her faith. Loise recently became a member of AFETT – Association of Female Executives of Trinidad & Tobago and she intends to channel her experience, both professionally and personally, to assist in the development of young women and by extension the young adults who are the future generation of Trinidad & Tobago.
Experience has taught her that anything in life can be achieved through hard work, dedication, sacrifice and of course faith. Loise is married and committed to her family and her charitable duties and is considered by her peers as amiable, trustworthy and reliable.
Mobile: 1 868 291 0874