Sukh Dhillon has over 15 years of experience in the financial service industry. Sukh focuses on relationship management to support advisors and affluent clients seeking integrated wealth management and banking solutions.
As an Investment Counsellor, Sukh provides clients with comprehensive, goals-based investment solutions that are specifically tailored and customized for each client. Sukh spent over 10 years at a major investment dealer working in the discretionary portfolio management group where he managed trading and cash management for 3rd party portfolio managers while also working with advisors to build portfolio allocations. The insight and experience that he has gained in the investment management industry allows him to analyze the needs of clients and provide them with real and relevant solutions.
Sukh holds an MBA from Sauder School of Business at the University of British Columbia as well as a Chartered Investment Manager (CIM®) designation.
Sukh is fluent in English and Punjabi. In his spare time Sukh maintains a physically active lifestyle, enjoys golfing and is an avid sports fan. He also enjoys going to live comedy and music shows and travelling with his wife.
For inquiries regarding client service, please e-mail: email@example.com