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Puneet (Pun) Abbi, Cfa, Mfin Email & Phone Number

Wealth Manager, Scotia Wealth Management | Private Investment Counsel | 1832 Asset Management L.P. at Scotia Wealth Management
Location: Greater Toronto Area, Canada 6 work roles 3 schools
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Current company
Scotia Wealth Management
Role
Wealth Manager, Scotia Wealth Management | Private Investment Counsel | 1832 Asset Management L.P.
Location
Greater Toronto Area, Canada
Company size
3 employees

Who is Puneet (Pun) Abbi, Cfa, Mfin? Overview

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Puneet (Pun) Abbi, Cfa, Mfin is listed as Wealth Manager, Scotia Wealth Management | Private Investment Counsel | 1832 Asset Management L.P. at Scotia Wealth Management, a with 3 employees, based in Greater Toronto Area, Canada. AeroLeads shows a matched LinkedIn profile for Puneet (Pun) Abbi, Cfa, Mfin.

Puneet (Pun) Abbi, Cfa, Mfin previously worked as Wealth Management Professional at Independent Consultant and World Traveler (1-year Sabbatical from work) at On Sabbatical. Puneet (Pun) Abbi, Cfa, Mfin holds Cfa Charterholder from Cfa Institute.

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Email format at Scotia Wealth Management

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Scotia Wealth Management

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About Puneet (Pun) Abbi, Cfa, Mfin

Puneet (Pun) Abbi, Cfa, Mfin is a Wealth Manager, Scotia Wealth Management | Private Investment Counsel | 1832 Asset Management L.P. at Scotia Wealth Management. They possess expertise in it strategy, gap analysis, banking, consulting, business process design and 35 more skills. They is proficient in Hindi. Colleagues describe them as "Puneet was a great leader for our project. A real team player who was always there to provide guidance and assistance when needed. He puts in the hours to ensure the task on hand is completed succesfully and a great colleague to work with." and "My workstation was besides Puneet's and although we were never assigned to the same projects I was witness to a lot of his conversations with other team members. As a Business Analyst, Puneet went above and beyond his role and was already operating as the unofficial Project Manager for his team. Informal communications for the team centered around his workstation, and over after work drinks. He's an enormously popular person, and I was very happy to finally work on the same project with him a few years after leaving Manulife. I'm privileged to call Puneet a friend. He's well connected and generous in sharing his time and his network to help others along."

Listed skills include It Strategy, Gap Analysis, Banking, Consulting, and 36 others.

Current workplace

Puneet (Pun) Abbi, Cfa, Mfin's current company

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Scotia Wealth Management
Scotia Wealth Management
Wealth Manager, Scotia Wealth Management | Private Investment Counsel | 1832 Asset Management L.P.
Website
scotiawealthmanagement.com
Employees
3
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6 roles · 23 years

Puneet (Pun) Abbi, Cfa, Mfin work experience

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

Wealth Manager, Scotia Wealth Management | Private Investment Counsel | 1832 Asset Management L.P.

Current
Scotia Wealth Management
Feb 2022 - Present

Wealth Management Professional

Independent Consultant

Toronto, Canada Area

Between January 2010 to December 2021, I provided management consulting services to the following wealth management clients and institutions:2010: Deloitte Consulting (Client: TD Wealth)2011: Macquarie Private Wealth2012: RBC Caribbean2013: 1-year Travel Adventure in Australia2014: RBC Insurance2015: RBC Wealth Management2016-2018: CIBC Wealth2018-2022: Accenture (Client: Travelers Insurance)

Jan 2010 - Dec 2021

World Traveler (1-Year Sabbatical From Work)

On Sabbatical

Europe, Africa, Asia And Australia

Between January 2013 to January 2014, I traveled to the following destinations:- London, England- Dubai, United Arab Emirates- Cape Town, South Africa- Singapore- Kuala Lumpur, Malaysia- Bali, Indonesia- Australia (Perth, Adelaide, Brisbane, Sydney, Melbourne, Hobart & Cairns)Key Travel Accomplishments:- diving in the Great Barrier Reef- experiencing an African safari- expanding my culinary horizons (kangaroo, springbok, eland, etc.)- learning how to surf - zip lining in the Daintree Rainforest- refining my wine culture knowledge (visited Margaret River, Yarra Valley, Barossa Valley, Adelaide Hills, Swan Valley and Stellenbosch wine regions to name a few)- cuddling a koala- cage diving with great white sharks in South AfricaGained international experience working for a Mining Consultancy (AMEC Australia).

Jan 2013 - Dec 2013
Team & coworkers

Colleagues at Scotia Wealth Management

Other employees you can reach at scotiawealthmanagement.com. View company contacts for 3 employees →

AC Alejandro Campos Castellanos Alejandro Campos Castellanos Colleague at Scotia Wealth ManagementMérida, Yucatán, Mexico View → CM Connor Maclachlan Connor Maclachlan Colleague at Scotia Wealth ManagementNewmarket, Ontario, Canada View → RS Renato Santos Renato Santos Colleague at Scotia Wealth ManagementToronto, Ontario, Canada View → JG Juan Gallego, Pfp®, Rfra Juan Gallego, Pfp®, Rfra Colleague at Scotia Wealth ManagementGreater Vancouver Metropolitan Area, Canada View → GR Gauri Ratna Gauri Ratna Colleague at Scotia Wealth ManagementCoquitlam, British Columbia, Canada View → SB Simon Bilodeau, Mba, Cim Simon Bilodeau, Mba, Cim Colleague at Scotia Wealth ManagementGreater Quebec City Metropolitan Area, Canada View → GV Grace Vidal-Ribas Fcsi, Cim Grace Vidal-Ribas Fcsi, Cim Colleague at Scotia Wealth ManagementToronto, Ontario, Canada View → AR Allan Ray Allan Ray Colleague at Scotia Wealth ManagementToronto, Ontario, Canada View → CQ Cathy Quach, Cfp®, Cim®, Fcsi® Cathy Quach, Cfp®, Cim®, Fcsi® Colleague at Scotia Wealth ManagementToronto, Ontario, Canada View → TM Tasharna Mcdermott Tasharna Mcdermott Colleague at Scotia Wealth ManagementJamaica View →
3 education records

Puneet (Pun) Abbi, Cfa, Mfin education

Cfa Charterholder

Cfa Institute
FAQ

Frequently asked questions about Puneet (Pun) Abbi, Cfa, Mfin

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

What company does Puneet (Pun) Abbi, Cfa, Mfin work for?

Puneet (Pun) Abbi, Cfa, Mfin works for Scotia Wealth Management.

What is Puneet (Pun) Abbi, Cfa, Mfin's role at Scotia Wealth Management?

Puneet (Pun) Abbi, Cfa, Mfin is listed as Wealth Manager, Scotia Wealth Management | Private Investment Counsel | 1832 Asset Management L.P. at Scotia Wealth Management.

Where is Puneet (Pun) Abbi, Cfa, Mfin based?

Puneet (Pun) Abbi, Cfa, Mfin is based in Greater Toronto Area, Canada while working with Scotia Wealth Management.

What companies has Puneet (Pun) Abbi, Cfa, Mfin worked for?

Puneet (Pun) Abbi, Cfa, Mfin has worked for Scotia Wealth Management, Independent Consultant, On Sabbatical, Manulife Investment Management, and Rbc Wealth Management Financial Services Inc..

Who are Puneet (Pun) Abbi, Cfa, Mfin's colleagues at Scotia Wealth Management?

Puneet (Pun) Abbi, Cfa, Mfin's colleagues at Scotia Wealth Management include Alejandro Campos Castellanos, Connor Maclachlan, Renato Santos, Juan Gallego, Pfp®, Rfra, and Gauri Ratna.

How can I contact Puneet (Pun) Abbi, Cfa, Mfin?

You can use AeroLeads to view verified contact signals for Puneet (Pun) Abbi, Cfa, Mfin at Scotia Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Puneet (Pun) Abbi, Cfa, Mfin attend?

Puneet (Pun) Abbi, Cfa, Mfin holds Cfa Charterholder from Cfa Institute.

What skills is Puneet (Pun) Abbi, Cfa, Mfin known for?

Puneet (Pun) Abbi, Cfa, Mfin is listed with skills including It Strategy, Gap Analysis, Banking, Consulting, Business Process Design, Requirements Analysis, Business Transformation, and Sdlc.

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