A professional commitment to an evidence-based advisory

Whether you're running a business or managing a family, planning your retirement or your children's future, I offer expert advice and guidance to help you achieve a greater peace of mind and financial confidence. I have a deep professional commitment to, and experience in, evidence-based investing, backed by decades of empirical research. I use this methodology to help you achieve the goals that are distinct to you and your personal situation. In my practice, you come first.

My commitment to delivering a premium experience is demonstrated through by my service to you and my education. By completing both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) programs - most highly respected and recognized designations in investment management and financial planning - I have dedicated my career to continuous learning and development to deliver the advice, outcomes and experience you deserve.

 

 

Business Owners & Executives

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Families & Retirees

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Hameet Dhillon, CFA, CFP

Investment Advisor & Financial Planner

Ultimately, we want to guide you in protecting and growing your wealth – and most importantly, in realizing your life vision

Recent Insights

The push and the pull of U.S. earnings

Q1 results have brought a mix of highlights and lowlights. We examine these opposing forces, how the Magnificent 7 narrative may change in coming quarters, and how to calibrate equity exposure in this unique period.

Three key ESG themes for 2024

RBC Capital Markets' Sustainable Finance Group provides an overview of three key environmental, social and governance themes that it believes will shape the sustainable finance market in 2024.

Nuclear energy sector getting the push it needs

The nuclear industry is experiencing a rebirth amid the global energy transition, a time of economic and energy security uncertainty and a generational shift of preferences.

Biodiversity: Investing in the world’s most important asset

Investments in solutions that fight nature and biodiversity loss are a vital step in curtailing climate change and nature-related risks.