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Nikhil Patil Email & Phone Number
Wealth Advisor
at
SG Wealth Management
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Wealth Advisor
Location
Hamilton, Ontario, Canada
Company size
Who is Nikhil Patil? Overview
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Quick answer
Nikhil Patil is listed as Wealth Advisor at SG Wealth Management, a company with 5 employees, based in Hamilton, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Nikhil Patil.
Nikhil Patil previously worked as Financial Services Representative at Cibc and Customer Service Representative at Cibc. Nikhil Patil holds Ba-Finance, Financial Planning And Services from Centennial College School Of Business.
Company email context
Email format at SG Wealth Management
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SG Wealth Management
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Profile bio
About Nikhil Patil
With an unwavering commitment to excellence at CIBC, our team has mastered the intricacies of financial services, consistently outperforming goals with a sharp focus on client outcomes. Currently pursuing a BA in Finance at Centennial College, I have honed my expertise in financial modeling, solving complex problems to develop tailored financial plans.Our achievements in the finance sector are marked by surpassing sales targets and demonstrating exceptional lending capabilities. I bring a blend of academic knowledge and practical experience, ensuring every client interaction is informed by the latest financial strategies and a deep understanding of diverse customer needs.
Current workplace
Nikhil Patil's current company
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Sg Wealth Management
6 roles
Nikhil Patil work experience
A career timeline built from the work history available for this profile.
Financial Services Representative
Current- Mastered all areas of Performa within 5 months of joining the role.- Ranked in the top 5% at CIBC for selling chequing accounts, savings accounts, and credit cards.- Achieved over 1609% of the Year-to-Date (YTD) plan for chequing and savings accounts, and credit cards.- Demonstrated exceptional lending capabilities, exceeding 600% of the YTD plan for.
Dec 2023 - Present
Customer Service Representative
Dec 2023 - May 2024
Financial Services Representative
Cheque Cashing Canada
- Engaged in extensive experience providing excellent customer service and dealing with customers from diverse backgrounds. I learned skills in handling customer inquiries, resolving issues, and providing accurate information in a timely and professional manner.- Analyzed that financial transactions require a high degree of accuracy and attention to.
Dec 2022 - Mar 2023
Counselor
Ambrish Tiwari'S Ielts Acadmey
May 2022 - Dec 2022
Teaching Assistant
Assisted students in subjects such as Maths, Accounts and Statistics
Oct 2021 - Jun 2022
2 education records
Nikhil Patil education
Ba-Finance, Financial Planning And Services
High School
FAQ
Frequently asked questions about Nikhil Patil
Quick answers generated from the profile data available on this page.
What company does Nikhil Patil work for?
Nikhil Patil works for SG Wealth Management.
What is Nikhil Patil's role at SG Wealth Management?
Nikhil Patil is listed as Wealth Advisor at SG Wealth Management.
Where is Nikhil Patil based?
Nikhil Patil is based in Hamilton, Ontario, Canada while working with SG Wealth Management.
What companies has Nikhil Patil worked for?
Nikhil Patil has worked for Sg Wealth Management, Cibc, Cheque Cashing Canada, Ambrish Tiwari'S Ielts Acadmey, and The Knowledge Academy.
How can I contact Nikhil Patil?
You can use AeroLeads to view verified contact signals for Nikhil Patil at SG Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Nikhil Patil attend?
Nikhil Patil holds Ba-Finance, Financial Planning And Services from Centennial College School Of Business.
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