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Prashin Patel Email & Phone Number
Senior Associate Wealth Management
at
Foyston, Gordon & Payne Inc.
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
Senior Associate Wealth Management
Location
Toronto, Ontario, Canada
Company size
Who is Prashin Patel? Overview
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Quick answer
Prashin Patel is listed as Senior Associate Wealth Management at Foyston, Gordon & Payne Inc., a company with 55 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Prashin Patel.
Prashin Patel previously worked as Wealth Management Associate at Foyston, Gordon & Payne Inc. and Investment Analyst at Foyston, Gordon & Payne Inc.. Prashin Patel holds Master Of Business Administration (M.B.A.), Finance, General from C.K.Shah Vijapurwala Institute Of Management, Vadodra (Sfi) 705.
Company email context
Email format at Foyston, Gordon & Payne Inc.
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Foyston, Gordon & Payne Inc.
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Profile bio
About Prashin Patel
At Foyston, Gordon & Payne, my dedication to family wealth management and client onboarding has been instrumental in crafting personalized investment strategies. Leveraging analytical skills honed from my time as an Investment Analyst, I facilitate informed decision-making and tailor wealth solutions to diverse client needs.The organization benefits from my proficiency in financial software which I employ to optimize processes and enhance the client experience. My commitment to continuous improvement and client satisfaction echoes through the successful relationships built on trust and performance.
Listed skills include Microsoft Excel, Microsoft Office, Photoshop, Powerpoint, and 18 others.
Current workplace
Prashin Patel's current company
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Foyston, Gordon & Payne Inc.
9 roles
Prashin Patel work experience
A career timeline built from the work history available for this profile.
Wealth Management Associate
Current
Jan 2024 - Present
Investment Analyst
Oct 2022 - Jan 2024
Investment Representative
May 2022 - Aug 2022
Investment Representative
Jun 2021 - May 2022
Associate Investment Representative
Oct 2020 - Jun 2021
Para-Planner/Financial Planner
Financial plan reviewing and customer servicingFinancial planning and advising Writing RWLFund ResearchFund recommendationsPortfolio Management and developmentMicrosoft CRM and Microsoft Sharepoint developmentSkilled at using financial softwares like FE Analytics, Morning Star
May 2015 - Sep 2019
Summer Intern
Jun 2014 - Jul 2014
Summer Training
May 2012 - Jul 2012
Team & coworkers
Colleagues at Foyston, Gordon & Payne Inc.
Other employees you can reach at foyston.com. View company contacts for 55 employees →
GI
Gabriel I. Lopezpineda
Colleague at Foyston, Gordon & Payne Inc.Toronto, Ontario, Canada, Canada
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BL
Ben Lambert
Colleague at Foyston, Gordon & Payne Inc.Greater Toronto Area, Canada, Canada
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JC
Jesse Cotton
Colleague at Foyston, Gordon & Payne Inc.Toronto, Ontario, Canada, Canada
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DA
David Adkins
Colleague at Foyston, Gordon & Payne Inc.Chatham, Ontario, Canada, Canada
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CG
Collin Goody
Colleague at Foyston, Gordon & Payne Inc.Toronto, Ontario, Canada, Canada
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MA
Mohammed Ahmad
Colleague at Foyston, Gordon & Payne Inc.Greater Toronto Area, Canada, Canada
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AA
Andrew Aucoin, Cfa
Colleague at Foyston, Gordon & Payne Inc.Toronto, Ontario, Canada, Canada
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IS
Iris Scales
Colleague at Foyston, Gordon & Payne Inc.Toronto, Ontario, Canada, Canada
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MB
Maryam Badakhshi, Cfa
Colleague at Foyston, Gordon & Payne Inc.Toronto, Ontario, Canada, Canada
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PC
Phil Chen, M.Eng., Mba, Cfa
Colleague at Foyston, Gordon & Payne Inc.Toronto, Ontario, Canada, Canada
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Gabriel I. Lopezpineda
Colleague at Foyston, Gordon & Payne Inc.Toronto, Ontario, Canada, Canada
View →
BL
Ben Lambert
Colleague at Foyston, Gordon & Payne Inc.Greater Toronto Area, Canada, Canada
View →
JC
Jesse Cotton
Colleague at Foyston, Gordon & Payne Inc.Toronto, Ontario, Canada, Canada
View →
DA
David Adkins
Colleague at Foyston, Gordon & Payne Inc.Chatham, Ontario, Canada, Canada
View →
CG
Collin Goody
Colleague at Foyston, Gordon & Payne Inc.Toronto, Ontario, Canada, Canada
View →
MA
Mohammed Ahmad
Colleague at Foyston, Gordon & Payne Inc.Greater Toronto Area, Canada, Canada
View →
AA
Andrew Aucoin, Cfa
Colleague at Foyston, Gordon & Payne Inc.Toronto, Ontario, Canada, Canada
View →
IS
Iris Scales
Colleague at Foyston, Gordon & Payne Inc.Toronto, Ontario, Canada, Canada
View →
MB
Maryam Badakhshi, Cfa
Colleague at Foyston, Gordon & Payne Inc.Toronto, Ontario, Canada, Canada
View →
PC
Phil Chen, M.Eng., Mba, Cfa
Colleague at Foyston, Gordon & Payne Inc.Toronto, Ontario, Canada, Canada
View →
3 education records
Prashin Patel education
Master Of Business Administration (M.B.A.), Finance, General
Post Graduate Diploma Accounting Finance (Pgdaf), Accounting And Finance, First Class
Bachelor Of Business Administration (Bba), Accounting And Finance, First Class
FAQ
Frequently asked questions about Prashin Patel
Quick answers generated from the profile data available on this page.
What company does Prashin Patel work for?
Prashin Patel works for Foyston, Gordon & Payne Inc..
What is Prashin Patel's role at Foyston, Gordon & Payne Inc.?
Prashin Patel is listed as Senior Associate Wealth Management at Foyston, Gordon & Payne Inc..
Where is Prashin Patel based?
Prashin Patel is based in Toronto, Ontario, Canada while working with Foyston, Gordon & Payne Inc..
What companies has Prashin Patel worked for?
Prashin Patel has worked for Foyston, Gordon & Payne Inc., Cibc Wood Gundy, Cibc Capital Markets, Bm India, and Sharekhan.
Who are Prashin Patel's colleagues at Foyston, Gordon & Payne Inc.?
Prashin Patel's colleagues at Foyston, Gordon & Payne Inc. include Gabriel I. Lopezpineda, Ben Lambert, Jesse Cotton, David Adkins, and Collin Goody.
How can I contact Prashin Patel?
You can use AeroLeads to view verified contact signals for Prashin Patel at Foyston, Gordon & Payne Inc., including work email, phone, and LinkedIn data when available.
What schools did Prashin Patel attend?
Prashin Patel holds Master Of Business Administration (M.B.A.), Finance, General from C.K.Shah Vijapurwala Institute Of Management, Vadodra (Sfi) 705.
What skills is Prashin Patel known for?
Prashin Patel is listed with skills including Microsoft Excel, Microsoft Office, Photoshop, Powerpoint, Microsoft Word, Management, Customer Service, and Team Management.
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