Manmeet Bhatia Email & Phone Number
SVP, Head of Private Counsel and USA @ West Oak Family Office
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Manmeet Bhatia Location
- Vancouver, BC, CA
Manmeet Bhatia Work
- SVP, Head of Private Counsel and USA @ (August 2025 - Present)
- Trustee, Board of Trustees @ (March 2025 - Present)
- President and Chief Executive Officer @ (January 2023 - July 2025)
- Head of Private Wealth @ (August 2019 - January 2023)
- Senior Vice-President Online Brokerage and Digital Wealth Product and Chief Wealth Correspondent @ (April 2018 - September 2019)
- Chief Investment Officer and Senior Vice-President, Product Development @ (October 2004 - April 2018)
- Director, Product Management @ (July 1999 - October 2004)
- Product Specialist @ (June 1996 - February 1999)
Manmeet Bhatia Education
- Institute of Corporate Directors
Directors Education Program (DEP)
2025-2025 - University of Manitoba
Bachelor of Commerce (Honours) (Finance)
1990-1995
Manmeet Bhatia Skills
- Mutual Funds
- Investments
- Portfolio Management
- Product Management
- Investment Strategies
- Options
- Asset Management
- Asset Allocation
- Strategic Planning
- Investment Management
- ETFs
- Strategic Financial Planning
- Wealth Management
- Financial Services
- Product Development
- Securities
- Financial Modeling
- Budgets
- Wealth
- Retirement
- Retirement Planning
- Product Marketing
- Presenter
- Investment Advisory
- Wealth Management Services
- Customer Service
- Estate Planning
- Equities
- Financial Advisory
- Insurance
- Economic Research
- Banking
- Strategy
- Bonds
- Fixed Income
- Finance
- Alternative Investments
- Hedge Funds
- Certified Financial Planner
- Management
- Wholesale
- Business Development
- Risk Management
- Financial Planners
- Relationship Management
- Separately Managed Accounts
- Customer Relations
- Budgeting
- Wholesaling
- Fixed Annuities
- Certified Financial
- Microsoft Excel
- Financial Analysis
- Social Media Marketing
- See 35+See Less
- Strategic Financial
- Project Management
- Separately Managed
- Panel Moderator
- High Net Worth Individuals
- Digital Wealth
- Digital Product Development
- Technology Product Development
- Online Brokerage
- Robo Advising
Manmeet Bhatia Summary
- Manmeet Bhatia, based in Vancouver, BC, CA, is currently a SVP, Head of Private Counsel and USA at Wellington-Altus. Manmeet Bhatia brings experience from previous roles at Canadian Museum of History, Fiduciary Trust Canada and Aviso Wealth. Manmeet Bhatia holds a 2025 - 2025 Directors Education Program (DEP) @ Institute of Corporate Directors. With a robust skill set that includes Mutual Funds, Investments, Portfolio Management, Product Management, Investment Strategies and more. Manmeet Bhatia has 3 emails and 2 mobile phone numbers on RocketReach.
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