Investment Advisor
Navin Basran joined Research Capital in 2024, bringing with him five years of valuable experience as a member of a top-performing group in the industry. Navin is licensed as an Investment Advisor in Canada, which allows him to develop and implement customized investment strategies for his clients. Navin has relationships with trusted professionals who can independently service his clients with tax-planning strategies, retirement planning, business succession planning, corporate planning, charitable giving, or the development of a collective financial and estate plan. These client strategies and plans help Navin ensure the alignment of his clients' investment decisions, financial objectives, and risk tolerance. With his industry knowledge and experience, Navin is dedicated to helping his clients achieve their financial goals by providing them with the highest level of service and professionalism.
Phone: 604-662-1822
Assistant
Lauren serves as an investment assistant, bringing her 5 years of experience in financial services and administrative support to Basran Private Wealth. She plays a pivotal role in supporting the firm's investment teams and ensuring seamless operations.
With a keen eye for detail and a commitment to excellence, Lauren assists in the management of client portfolios, execution of trade orders, and prepares financial reports and presentations. Her many years in hospitality make her the perfect liaison with clients to address inquiries, facilitate account openings, and provide ongoing support to ensure a superior client experience.
Phone: 604-662-1812
LCarnovale@researchcapital.com
Assistant
Juliana combines a passion for service excellence with a strategic mindset shaped by a degree in Public Relations and Psychology. She brings to Research Capital almost a decade of client relations experience. Known for building lasting client relationships, Juliana is dedicated to helping individuals achieve their financial goals through a commitment to transparency, responsiveness, and client success. Outside of work, she is interested in health and wellness, technological innovation, and female empowerment.
Phone: 604-662-1824
JMontoya@researchcapital.com
Assistant
With a degree in Business Management and a passion for personalized wealth management, Kayla brings expertise and dedication to supporting the Basran Private Wealth team. In her role as an assistant, she supports our clients by conducting market research, facilitating meetings and managing administrative tasks. Committed to delivering exceptional service, she works closely with our team to craft customized financial solutions tailored to each client's needs. Outside of work she stays active in her community and prioritizes ongoing learning to ensure our clients benefit from the latest industry insights and strategies. Kayla is proud to contribute to Basran Private Wealth's mission of helping clients achieve their financial goals with integrity and excellence.
Phone: 778-373-8076
KLyall@researchcapital.com
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