Sumreet Dhaliwal is an Investment Advisor at Wellington-Altus Private Wealth. He holds an undergraduate degree from York University and a master’s degree from The Schulich School of Business.
Sumreet’s exceptional ability to understand and collaborate with clients in formulating their goals creates a harmonious approach to achieving short-term needs while keeping focus on long-term financial objectives. Through the development of a strong partnership, he helps clients envision a life they can accomplish with the steps created together.
Within his methodology, Sumreet meticulously constructs investment portfolios that not only match clients’ risk tolerance, but also align with their current lifestyle and future ambitions.
Outside of his professional life, Sumreet is a passionate sports enthusiast and actively participates in soccer, hockey, and football. He also enjoys traveling, exploring new cuisines, and challenging himself by running long distances.
Wellington-Altus Private Wealth is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.