Amit Goel, Cfa, Cfp, Mba
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Amit Goel, Cfa, Cfp, Mba Email & Phone Number

Portfolio Manager, Head - Private Client Investment Services at Hillsdale Investment Management Inc.
Location: Toronto, Ontario, Canada 8 work roles 6 schools
1 work email found @hillsdaleinv.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email a****@hillsdaleinv.com
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Current company
Hillsdale Investment Management Inc.
Role
Portfolio Manager, Head - Private Client Investment Services
Location
Toronto, Ontario, Canada
Company size
36 employees

Who is Amit Goel, Cfa, Cfp, Mba? Overview

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Quick answer

Amit Goel, Cfa, Cfp, Mba is listed as Portfolio Manager, Head - Private Client Investment Services at Hillsdale Investment Management Inc., a with 36 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at hillsdaleinv.com and a matched LinkedIn profile for Amit Goel, Cfa, Cfp, Mba.

Amit Goel, Cfa, Cfp, Mba previously worked as Board Member and Volunteer at Village Community Foundation and Senior Vice President, Senior Investment Counsellor – Private Banking at Hsbc Private Bank. Amit Goel, Cfa, Cfp, Mba holds Cfa, Financial Analysis from Cfa Institute, Usa.

Company email context

Email format at Hillsdale Investment Management Inc.

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*@hillsdaleinv.com
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AeroLeads found 1 current-domain work email signal for Amit Goel, Cfa, Cfp, Mba. Compare company email patterns before reaching out.

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Profile bio

About Amit Goel, Cfa, Cfp, Mba

Diversified experience of 17 years as Investment Counsellor & Portfolio Manager with focus on adding value and creating trustworthy relationships with Ultra HNIs & Family offices.Instrumental in Business Strategy Development and leading strategic initiatives. Global Private Banking exposure with work experience in Canada, UK, Sweden, India & China.Volunteer work in financial literacy, education, poverty eradication and gender empowerment.Specialties: Business StrategyPortfolio Management & Investment AllocationProduct AnalysisManager SelectionFinancial PlanningPrivate Client Relationship ManagementPrivate Banking / Wealth ManagementBusiness DevelopmentInternational BusinessMultilingual Skills: Fluent English, Spanish, Hindi, Punjabi; Basic Mandarin

Listed skills include Private Banking, Banking, Investments, Wealth Management, and 17 others.

Current workplace

Amit Goel, Cfa, Cfp, Mba's current company

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Hillsdale Investment Management Inc.
Hillsdale Investment Management Inc.
Portfolio Manager, Head - Private Client Investment Services
toronto, ontario, canada
Website
hillsdaleinv.com
Employees
36
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Company profile
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8 roles

Amit Goel, Cfa, Cfp, Mba work experience

A career timeline built from the work history available for this profile.

Portfolio Manager, Head - Private Client Investment Services

Current
Hillsdale Investment Management Inc.

Toronto, Canada Area

Hillsdale is an Independent investment management firm, managing Smart Beta Multi-Factor Quantitative Investment Strategies across Canada, U.S. and International markets, with top quartile performance.- Working as registered Portfolio Manager responsible for managing the Private Clients, Family Offices and Advisory relationships- Focus on Portfolio & Investment Management in line with customized Financial / Retirement Plan for each client.

Jul 2016 - Present

Board Member And Volunteer

Village Community Foundation

Toronto, Ontario, Canada

Based out of Toronto, VCF supports the Global Pathways School (GPS), a world-class charitable school in South India that is lifting children and their families out of multidimensional poverty by combining education, healthcare, community development and and gender empowerment.As a volunteer and board member, I provide financial expertise towards fundraising efforts and help spread awareness amongst the Indo-Canadian community.

Jan 2022 - Jun 2024

Senior Vice President, Senior Investment Counsellor – Private Banking

Hsbc Private Bank

New Delhi, India

Jun 2011 - Jun 2016

Vice President, Relationship Manager – Private Banking

Hsbc Private Bank

New Delhi, India

Feb 2009 - Jun 2011

Private Banker, Non Resident Indian Diaspora

Icici Bank Uk

United Kingdom

Oct 2006 - Dec 2008

Relationship Manager - Global Private Banking

Icici Bank

Mumbai, India

Jun 2005 - Sep 2006

Manager - Marketing (Exports)

Apollo Tyres (China)

Qingdao, China

Feb 2004 - Jun 2005

Assistant Manager - Marketing (Exports)

Apollo Tyres Ltd.

Gurgaon, India

Aug 2002 - Jan 2004
Team & coworkers

Colleagues at Hillsdale Investment Management Inc.

Other employees you can reach at hillsdaleinv.com. View company contacts for 36 employees →

CG Chris Guthrie, Cfa Chris Guthrie, Cfa Colleague at Hillsdale Investment Management Inc.Toronto, Ontario, Canada View → F( Fangjin (Eliot) Lin Fangjin (Eliot) Lin Colleague at Hillsdale Investment Management Inc.Canada View → NX Nicole Xu Nicole Xu Colleague at Hillsdale Investment Management Inc.Canada View → SA Sheheryar Ali, Cfa, Mfin Sheheryar Ali, Cfa, Mfin Colleague at Hillsdale Investment Management Inc.Greater Toronto Area, Canada View → KR Kelly Reynolds, Cfa Kelly Reynolds, Cfa Colleague at Hillsdale Investment Management Inc.Toronto, Ontario, Canada View → RD Ray Desai, Cim Ray Desai, Cim Colleague at Hillsdale Investment Management Inc.Greater Toronto Area, Canada View → BG Brandon Greer, Mfin, Cfa Brandon Greer, Mfin, Cfa Colleague at Hillsdale Investment Management Inc.Canada View → KI Kaitlyn Izon Kaitlyn Izon Colleague at Hillsdale Investment Management Inc.Toronto, Ontario, Canada View → AE Alexander Etsell, Cfa, Mba Alexander Etsell, Cfa, Mba Colleague at Hillsdale Investment Management Inc.Toronto, Ontario, Canada View → AS Alfred Sum, Cfa, Frm Alfred Sum, Cfa, Frm Colleague at Hillsdale Investment Management Inc.Toronto, Ontario, Canada View →
6 education records

Amit Goel, Cfa, Cfp, Mba education

Cfa, Financial Analysis

Cfa Institute, Usa

Activities and Societies: CFA Institute, CFA Society Toronto

Cfp, Financial Planning

Cfp, Financial Planning Standards Council

Csc, Investments And Securities

Csi

High School, Commerce

Modern Public School
FAQ

Frequently asked questions about Amit Goel, Cfa, Cfp, Mba

Quick answers generated from the profile data available on this page.

What company does Amit Goel, Cfa, Cfp, Mba work for?

Amit Goel, Cfa, Cfp, Mba works for Hillsdale Investment Management Inc..

What is Amit Goel, Cfa, Cfp, Mba's role at Hillsdale Investment Management Inc.?

Amit Goel, Cfa, Cfp, Mba is listed as Portfolio Manager, Head - Private Client Investment Services at Hillsdale Investment Management Inc..

What is Amit Goel, Cfa, Cfp, Mba's email address?

AeroLeads has found 1 work email signal at @hillsdaleinv.com for Amit Goel, Cfa, Cfp, Mba at Hillsdale Investment Management Inc..

Where is Amit Goel, Cfa, Cfp, Mba based?

Amit Goel, Cfa, Cfp, Mba is based in Toronto, Ontario, Canada while working with Hillsdale Investment Management Inc..

What companies has Amit Goel, Cfa, Cfp, Mba worked for?

Amit Goel, Cfa, Cfp, Mba has worked for Hillsdale Investment Management Inc., Village Community Foundation, Hsbc Private Bank, Icici Bank Uk, and Icici Bank.

Who are Amit Goel, Cfa, Cfp, Mba's colleagues at Hillsdale Investment Management Inc.?

Amit Goel, Cfa, Cfp, Mba's colleagues at Hillsdale Investment Management Inc. include Chris Guthrie, Cfa, Fangjin (Eliot) Lin, Nicole Xu, Sheheryar Ali, Cfa, Mfin, and Kelly Reynolds, Cfa.

How can I contact Amit Goel, Cfa, Cfp, Mba?

You can use AeroLeads to view verified contact signals for Amit Goel, Cfa, Cfp, Mba at Hillsdale Investment Management Inc., including work email, phone, and LinkedIn data when available.

What schools did Amit Goel, Cfa, Cfp, Mba attend?

Amit Goel, Cfa, Cfp, Mba holds Cfa, Financial Analysis from Cfa Institute, Usa.

What skills is Amit Goel, Cfa, Cfp, Mba known for?

Amit Goel, Cfa, Cfp, Mba is listed with skills including Private Banking, Banking, Investments, Wealth Management, Relationship Management, Business Development, Investment Advisory, and Strategy.

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