Hameet Dhillon joined the financial industry over five years ago, motivated to positively affect people’s lives by providing clarity and confidence through an evidence-based investing approach. His previous roles, which include financial planner and financial advisor, as well as his commitment to education, have prepared him to deliver a high standard of advice for his clients, equipping him with the knowledge, skills, experience and ethics required to examine his clients’ entire financial picture at the highest level of complexity. In fact, Hameet has earned the Chartered Financial Analyst (CFA) credential, the most highly respected designation in investment management, as well as the Certified Financial Planner (CFP) certification, which is considered the “gold standard” for the profession. These designations complement the Bachelor of Business Administration (BBA) degree he earned at Simon Fraser University’s Beedie School of Business.
In his role as Investment Advisor and Financial Planner, Hameet helps his clients achieve their life goals. He enjoys sharing personal experiences with clients outside of just finances, and finds getting to know his clients helps him genuinely address their priorities and put their needs first.
Outside of work, Hameet enjoys sprinting at a local track with his former teammates of his track and field team. He was previously a BC champion in the 200m dash in track and field and represented the province at a national level track meet. Hameet previously served a two year term on the Board of Directors as a Treasurer for the New Westminster Chamber of Commerce, and is a Rotarian at the Royal City Rotary in New Westminster.
