Hekmat Ghazniwal
Associate Portfolio Manager
CIM
B.Sc.
Working together to help you achieve what truly matters to you
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With over 12 years of experience in financial services and investment management, I have held a variety of roles that have shaped my deep understanding of the financial industry and strengthened my commitment to building lasting client relationships. My practice focuses on developing customized investment portfolios for High-Net-Worth individuals and families, as well as corporations, foundations, estates, and trusts. Each portfolio is constructed with careful consideration of the client’s unique goals, risk tolerance, and time horizon, ensuring a disciplined and personalized approach to wealth management. I collaborate closely with a team of internal colleagues, specialists in legal services, accounting, estate planning, and insurance, to provide clients with integrated and sophisticated financial strategies. This collaborative approach allows me to support clients through every stage of their financial journey, from wealth accumulation to preservation and intergenerational transfer. I hold a Bachelor of Science from the University of Alberta and have earned the Chartered Investment Manager (CIM®) designation through the Canadian Securities Institute. Outside of my professional life, I’m married and a proud parent of two energetic children who keep life exciting. I enjoy spending time outdoors and especially appreciate hiking in the mountains.
Certificates
CIM
B.Sc.
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Analyzing your individual financial situation is not a one-time exercise. As you grow and experience life changes, your needs evolve at the same time. That is why your wealth plan needs to grow along with you.
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You've worked hard to build your net worth and we understand how important it is to protect what you've built for generations to come. To help you navigate the myriad challenges of preserving wealth across multiple generations, we can create a plan that is tailored to your specific needs and values.
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