Amit Goel Email & Phone Number
Portfolio Manager, Head - Private Client Investment Services @ Hillsdale Investment Management Inc.
Amit Goel Location
Toronto, ON, CA
Amit Goel Work
- 2016 - now Portfolio Manager, Head - Private Client Investment Services @ Hillsdale Investment Management Inc.
- 2025 - now Board Member - UTS Foundation @ University of Toronto Schools
- 2022 - 2024 Board Member and Volunteer @ Village Community Foundation
- 2011 - 2016 Senior Vice President, Senior Investment Counsellor – Private Banking @ HSBC
- 2009 - 2011 Vice President, Relationship Manager – Private Banking @ HSBC
- 2006 - 2008 Private Banker, Non Resident Indian Diaspora @ ICICI Bank
- 2005 - 2006 Relationship Manager - Global Private Banking @ ICICI Bank
- 2004 - 2005 Manager - Marketing (Exports) @ Apollo Tyres (China)
- 2002 - 2004 Assistant Manager - Marketing (Exports) @ Apollo Tyres Ltd
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
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 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 on RocketReach.
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