YASS MARANDI

Financial Planner

With over 13 years’ experience in the financial services industry, you may rest assured that I will be able provide to you with the same excellent service you have come to expect from Rapport.

I started my financial career in lending. As a mortgage broker, I helped many families with their purchases to achieve their dreams of home ownership. I then decided to expand it into Wealth Management as I always had interest in stock market and investments and wanted to make a positive difference in the lives of my clients.

As a Financial planner, understanding each member’s unique situation has enabled me to provide tailored advice, guide many members to understand their investment choices and stay on track with their finances to reach their desired result.

What inspired you to work in wealth management?
In this ever-changing economic landscape, financial wellness is very important.

I believe in client’ education and I strive to empower my clients so they can make sound financial decisions for their future enabling them to reach their financial potentials.

What do you like most about being a part of the Rapport team?
Rapport staff care about their members and unlike big banks, they’re always there to promptly respond to inquiries. Being part of the wealth team, we share ideas and collaborate on experiences and expertise.

What would you like first time members to know about wealth management?
I truly believe in financial literacy. Helping members to understand the importance of financial planning and building a financial nest for their retirement is my goal.

How do you advocate for your members?
Always listen and put member’s financial needs first. Providing solutions and integrated strategies in many areas such as investment, tax planning, education savings, estate planning, debt and cash flow management to make sure members set realistic goals and stay on track with their financial plans.

How do you spend your free time?
I enjoy cycling, going to theatre & shows as well as spending time with my relatives and friends.

Tell us three things that are on your bucket list.
Travel to Fuji or Hawaii, Car rally racing & take a year off and travel around the world with my family.

If you could have coffee and conversation with anyone, who would it be?
Oprah Winfrey. She is one of the pioneers of the women empowerment movement. Her actions and words have inspired so many people around the world.