Parm Dhaliwal, Cfa

Parm Dhaliwal, Cfa Email and Phone Number

Senior Regional Director at Vanguard Investments (Western Canada) @ Vanguard Canada
toronto, ontario, canada
Parm Dhaliwal, Cfa's Location
Greater Vancouver Metropolitan Area, Canada
Parm Dhaliwal, Cfa's Contact Details

Parm Dhaliwal, Cfa personal email

About Parm Dhaliwal, Cfa

With 25 years of experience in capital markets, trading, and asset management, I have advanced my role into a valued external consultant to both institutional investors and investment advice professionals. My core areas of expertise are:-Long term portfolio allocation strategy-Active risk budgeting-Credit and duration positioning-Capital markets & trade execution-Portfolio risk analysis

Parm Dhaliwal, Cfa's Current Company Details
Vanguard Canada

Vanguard Canada

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Senior Regional Director at Vanguard Investments (Western Canada)
toronto, ontario, canada
Website:
vanguardcanada.ca
Employees:
34
Parm Dhaliwal, Cfa Work Experience Details
  • Vanguard Canada
    Senior Regional Director, Western Canada
    Vanguard Canada Dec 2011 - Present
    British Columbia, Canada
    Leading the business development initiatives for Vanguard Investments across Western Canada.
    View
  • Blackrock
    Regional Vice President, Western Canada (Formerly Claymore Investments)
    Blackrock Dec 2010 - Dec 2011
    Led the business development initiatives for Claymore Investments across Western Canada.
    View
  • Fidelity Investments Canada Ulc
    District Sales Associate
    Fidelity Investments Canada Ulc Sep 2005 - Dec 2010
    Engaged in business development initiatives for Fidelity Investments in the BC Region.
    View
  • Rbc
    Investment & Retirement Planner
    Rbc Jan 2004 - Aug 2005
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  • Cibc World Markets
    Supervisor, Retail Equity & Fixed Income Trading
    Cibc World Markets Sep 1998 - Aug 2003
    View

Parm Dhaliwal, Cfa Skills

Equities Investments Mutual Funds Wealth Management Portfolio Management Fixed Income Investment Strategies Investment Advisory Asset Allocation High Net Worth Individuals Securities Alternative Investments Asset Management Financial Advisory Relationship Management Etfs Retirement Planning Investment Management Finance Hedge Funds Capital Markets Risk Management Financial Planners Wealth Private Equity Bonds Financial Services Retirement Bloomberg Investment Banking Asset Managment Financial Modeling Equity Research Valuation Financial Analysis Options Derivatives Financial Markets Trading Equity Derivatives Financial Planning Strategic Financial Planning Fx Options Hedging Separately Managed Accounts

Parm Dhaliwal, Cfa Education Details

Frequently Asked Questions about Parm Dhaliwal, Cfa

What company does Parm Dhaliwal, Cfa work for?

Parm Dhaliwal, Cfa works for Vanguard Canada

What is Parm Dhaliwal, Cfa's role at the current company?

Parm Dhaliwal, Cfa's current role is Senior Regional Director at Vanguard Investments (Western Canada).

What is Parm Dhaliwal, Cfa's email address?

Parm Dhaliwal, Cfa's email address is pa****@****ail.com

What schools did Parm Dhaliwal, Cfa attend?

Parm Dhaliwal, Cfa attended Simon Fraser University, Cfa Institute.

What skills is Parm Dhaliwal, Cfa known for?

Parm Dhaliwal, Cfa has skills like Equities, Investments, Mutual Funds, Wealth Management, Portfolio Management, Fixed Income, Investment Strategies, Investment Advisory, Asset Allocation, High Net Worth Individuals, Securities, Alternative Investments.

Who are Parm Dhaliwal, Cfa's colleagues?

Parm Dhaliwal, Cfa's colleagues are Marianne Burke, Kristina Klipina, Raffi Hossain, Cim®, Sam Kiru, Vinay Padalia, Will O'connell, Mba, Cim®, Aaron Olson, Cim.

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