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Senior Wealth Advisor, Associate Portfolio Manager, Wealthsimple
Economics, Bachelor of Arts (BA) 2015

Chartered Investment Manager with a Bachelors Degree in Economics. 9 years of experience in the financial services industry. Prior to joining Wealthsimple, Sunmeet advised over 200 families from a financial planning and portfolio management standpoint for 5 years in Brampton, Ontario. Enjoys reading and is an avid sports fan.

My experience during my undergraduate program gave me a deeper understanding of what I was most interested in from a career path perspective. My experiences at Yorku gave me the tools to navigate a more practical workplace environment and gave me the discipline to perform well in the finance/sales oriented roles that I've been in during my career.