.png)
3087181
3087186
3087181
3087186
With over 22 years of investment industry experience, Jeet provides investment counsel to private clients, corporations, not for profits, individual pension plans and trusts to develop and implement investment strategies tailored to meet their individual needs. She takes a holistic approach to creating personalized long-term financial strategies to balance portfolio growth, asset protection and tax efficiency. Jeet is a CFA Charterholder and a member of the CFA Institute and the Toronto CFA Society. She graduated from the University of Calgary with a Bachelor of Commerce degree and from Simon Fraser University with a Masters in Business Administration.
.png)
Private Client Service Associate
Private Client Service Associate
Bibi has been committed to providing exceptional service to high net worth clients for over 35 years. She assists in understanding client needs and helps to ensure that their wealth is being managed prudently. Bibi is an alternate contact for day-to-day operational and sales support.
.png)