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 Fed approaches a new phase of interest rate policy

Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.

Fall Economic Statement 2024: Canada boosts investment appeal and the deficit deepens

Given the political uncertainty facing Canada, the fate of many of the measures announced in the 2024 Fall Economic Statement is highly...

U.S. productivity renaissance

Higher productivity has propelled the U.S. economy ahead of its major peers in recent years, offering a blueprint for other countries and raising the stakes in the global race to harness emergent technologies such as GenAI.

Video: Bank of Canada makes final rate cut of 2024

The Bank of Canada lowered its benchmark interest rate by half a percentage point again in December, to 3.25%.