Parm Dhaliwal Email & Phone Number
Senior Regional Director, Western Canada @ Vanguard Canada
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Parm Dhaliwal Location
- Vancouver, BC, CA
Parm Dhaliwal Work
- Senior Regional Director, Western Canada @ (December 2011 - Present)
- Regional Vice President, Western Canada (formerly Claymore Investments) @ (December 2010 - December 2011)
- District Sales Associate @ (September 2005 - December 2010)
- Investment and Retirement Planner @ (January 2004 - August 2005)
- Supervisor, Retail Equity and Fixed Income Trading @ CIBC World Markets (September 1998 - August 2003)
Parm Dhaliwal Education
- Simon Fraser University
BBA (Finance and Accounting)
Parm Dhaliwal Skills
- Financial Metrics
- Clear Communications
- Capital Structure
- Chartered Financial Analyst
- Investment Products
- Cash Management
- Complex Sales
- Portfolio Management
- Equities
- Fixed Income
- Mutual Funds
- Investments
- Wealth Management
- Investment Advisory
- Investment Strategies
- Bonds
- Asset Managment
- ETFs
- Financial Advisory
- Hedge Funds
- Asset Allocation
- Securities
- Alternative Investments
- Retirement Planning
- Strategic Financial Planning
- Investment Management
- Financial Modeling
- Equity Research
- Valuation
- Asset Management
- Financial Analysis
- Options
- Financial Planners
- Financial Services
- Capital Markets
- Retirement
- Derivatives
- Financial Markets
- Trading
- Private Equity
- Risk Management
- Equity Derivatives
- FX Options
- Hedging
- High Net Worth Individuals
- Relationship Management
- Investment Banking
- Financial Planning
Parm Dhaliwal Summary
- Parm Dhaliwal, based in Vancouver, BC, CA, is currently a Senior Regional Director, Western Canada at Vanguard Canada. Parm Dhaliwal brings experience from previous roles at BlackRock, Fidelity Investments Canada ULC, RBC and CIBC World Markets. Parm Dhaliwal holds a BBA in Finance and Accounting @ Simon Fraser University. With a robust skill set that includes Financial Metrics, Clear Communications, Capital Structure, Chartered Financial Analyst, Investment Products and more. Parm Dhaliwal has 1 emails on RocketReach.
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