Pooja Wallia

Background

About Pooja Wallia

I like to say I’m equal parts Type A intensity and Type B fun-loving humour — a blend that allows me to lead with both drive and empathy. Over the past 25+ years in the wealth management industry, I have built a reputation for cultivating strategic partnerships, driving sales growth, and developing high-performing teams across multiple business lines and distribution channels. My approach is simple: collaboration, clarity, and a healthy dose of humour. I believe business development works best when it starts with people — aligning goals, building trust, and keeping the end-client experience at the heart of every decision. Throughout my career, I have helped organizations:> Boost assets and revenue growth > Transform leads into long-term client relationships > Enter new markets with innovative platform solutions > Enhance advisor success through training, practice management, and strategic leadership > Lead, mentor, and inspire diverse teams to achieve and exceed ambitious goals What motivates me most is seeing stakeholders achieve meaningful, sustainable success.