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
- 2016 -now Portfolio Manager, Head - Private Client Investment Services @
- 2021 -now Featured Author - The Globe and Mail Financial Facelift Section @ Freelance
- 2025 -now Board Member - UTS Foundation @
- 2022 -2024 Board Member and Volunteer @ Village Community Foundation
- 2011 -2016 Senior Vice President, Senior Investment Counsellor – Private Banking @
- 2009 -2011 Vice President, Relationship Manager – Private Banking @
- 2006 -2008 Private Banker, Non Resident Indian Diaspora @
- 2005 -2006 Relationship Manager - Global Private Banking @
- 2004 -2005 Manager - Marketing (Exports) @ Apollo Tyres (China)
- 2002 -2004 Assistant Manager - Marketing (Exports) @
Amit Goel Education
- CFP, Financial Planning Standards Council
CFP (Financial Planning)
2016-2017 - CSI
CSC (Investments and Securities)
2015-2016 - CFA Institute, USA
CFA (CFA Institute, CFA Society Toronto)
2009-2013 - Indian Institute of Foreign Trade
MBA (IB) (Founder: Cash-a-Nova (Finance Club))
2000-2002 - Shri Ram College of Commerce (SRCC)
B.Com (H) (Member - Placement Committee)
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 on RocketReach.
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Top Hillsdale Investment Management Inc. Employees
Michel Mainardi
Senior Equity Trader
Toronto, ON, CA
Ian Rhoden
Vice President Finance
Toronto, ON, CA
Tony Batek
Portfolio Manager
Toronto, ON, CA
Alexander Etsell
Co-Chief Investment Officer
Toronto, ON, CA
Selwyn Yuen
Head of Research, Senior Portfolio Manager
Toronto, ON, CA
Chap Chau
IT Manager
Markham, ON, CA
Chris Guthrie
President and CEO
Toronto, ON, CA
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