Conseiller en placement
Sumreet Dhaliwal is an Investment Advisor with Wellington- Altus Private Wealth. He earned his undergraduate degree from York University and completed his master’s degree at The Schulich School of Business.
Sumreet’s ability to understand and formulate goals with clients creates harmony between achieving short-term needs while maintaining focus on long-term financial objectives. As the partnership builds, he helps his clients conceptualize a life that they can accomplish with the steps created together. Within his methodology, he carefully curates a portfolio that matches their risk tolerance but aligns with their current lifestyle and future ambitions.
Sumreet is a sports enthusiast, and when he is away from work, he can be found playing soccer, hockey, and football. He also enjoys travelling, exploring new cuisine, and running marathons.
Wellington-Altus Gestion Privée est membre du Fonds canadien de protection des épargnants et de l’Organisme canadien de réglementation du commerce des valeurs mobilières.