Entering the team as an associate, Arandeep has become a key figure on the team assisting with market research, portfolio construction and servicing clients. While pursuing his corporate media studies Arandeep was engulfed with a passion for investments and financial planning that ultimately got him to return to school to pursue a finance degree.
Arandeep obtained his Bachelor of Commerce with Honors from the University of Guelph Humber. During his tenure at the university he took on the role of a Portfolio Analyst on the University Hedge Fund. Arandeep was managing assets and making decisions regarding portfolio construction, objectivity and planning. This allowed Arandeep to hone his skills in the many facets of the investment industry.
Arandeep grew up around multiple family businesses and has operated a few himself in the past. This allows Arandeep to have a strong understanding of the financial challenges business owners face. As well as the lack of high caliber advice and resources available.
Arandeep understands that setting targets allows you to reflect and see if you are on track. Arandeep is working towards being dual licensed Financial and Insurance advisor with an intention of obtaining a Chartered Investment Manager designation. Working as an Associate he understands the importance of building relationships, trust, and being proactive in solving challenges.