Amit Goel Email & Phone Number
Portfolio Manager, Head - Private Client Investment Services @ Hillsdale Investment Management Inc.
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Amit Goel Location
- Toronto, ON, CA
Amit Goel Work
- Portfolio Manager, Head - Private Client Investment Services @ (July 2016 - Present)
- Featured Author - The Globe and Mail Financial Facelift Section @ Freelance (May 2021 - Present)
- Board Member - UTS Foundation @ (June 2025 - Present)
- Board Member and Volunteer @ Village Community Foundation (January 2022 - June 2024)
- Senior Vice President, Senior Investment Counsellor – Private Banking @ (June 2011 - June 2016)
- Vice President, Relationship Manager – Private Banking @ (February 2009 - June 2011)
- Private Banker, Non Resident Indian Diaspora @ (October 2006 - December 2008)
- Relationship Manager - Global Private Banking @ (June 2005 - September 2006)
- Manager - Marketing (Exports) @ Apollo Tyres (China) (February 2004 - June 2005)
- Assistant Manager - Marketing (Exports) @ (August 2002 - January 2004)
Amit Goel Education
- CFP, Financial Planning Standards Council
CFP (Financial Planning)
2016-2017 - CSI
CSC (Investments and Securities)
2015-2016 - CFA Institute, USA
CFA (Financial Analysis)
2009-2013 - Indian Institute of Foreign Trade
MBA (IB) (Management, International Business)
2000-2002 - Shri Ram College of Commerce (SRCC)
B.Com (H) (Commerce)
1997-2000 - Modern Public School
High School (Commerce)
1987-1997
Amit Goel Skills
- Private Banking
- Banking
- Investments
- Wealth Management
- Relationship Management
- Business Development
- Investment Advisory
- Strategy
- Management
- Financial Markets
- Business Planning
- Retail Banking
- Commercial Banking
- Capital Markets
- Credit
- Investment Management
- Negotiation
- Business Relationship Management
- Emerging Markets
- International Business
- Investment Strategies
- Financial Advisory
- Portfolio Management
- Portfolio Optimization
- Financial Planning
- Personal Financial Planning
- Certified Financial Planner
- Holistic Financial Planning
- Microsoft Excel
- Customer Service
- Financial Analysis
- Research
Amit Goel Summary
- Amit Goel, based in Toronto, ON, CA, is currently a Portfolio Manager, Head - Private Client Investment Services at Hillsdale Investment Management Inc.. Amit Goel brings experience from previous roles at Freelance, University of Toronto Schools, Village Community Foundation and HSBC Private Bank. Amit Goel holds a 2016 - 2017 CFP in Financial Planning @ CFP, Financial Planning Standards Council. With a robust skill set that includes Private Banking, Banking, Investments, Wealth Management, Relationship Management and more. Amit Goel has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Hillsdale Investment Management Inc. Employees
Sheheryar Ali
Associate Portfolio Manager
Toronto, ON, CA
Alfred Sum
Senior Portfolio Manager
Toronto, ON, CA
Tony Batek
Portfolio Manager
Toronto, ON, CA
Alexander Etsell
Co-Chief Investment Officer
Toronto, ON, CA
Haosheng Li
Associate Research Manager
Toronto, ON, CA
Jesse Barke
Manager, Esg Deliverables
Toronto, ON, CA
Martin Fraser
IT Director
Mississauga, ON, CA
Chap Chau
IT Manager
Markham, ON, CA
Weiyu Yang
Senior Director, Finance
Toronto, ON, CA
Samuel Appasamy
Associate Portfolio Manager
Toronto, ON, CA
Aron Sankar
Senior Analyst
Toronto, ON, CA
Chris Guthrie
President and CEO
Toronto, ON, CA
Ted Chen
Co-Chief Investment Officer
Toronto, ON, CA
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