Manmeet Bhatia

Manmeet is a seasoned financial services executive with over 20 years of leadership experience in private wealth, investment strategy, and digital transformation. He oversees our Private Counsel business across Canada as well as our USA business, focusing on growth through acquisition and recruitment while supporting Advisors in achieving their business objectives.

A Chartered Financial Analyst (CFA), he also holds Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Responsible Investment Specialist (RIS) designations and completed the Directors Education Program through the Institute of Corporate Directors. Manmeet has contributed to the wealth management community through board service at Fiduciary Trust Canada, FP Canada’s Standards Committee and Fintellect Task Force, and the Canadian Museum of History.