Shekhar Bhalla

Shekhar Bhalla Email and Phone Number

Wealth Advisor and Financial Planner @ RBC Dominion Securities
Mississauga, ON, CA
Shekhar Bhalla's Location
Brampton, Ontario, Canada, Canada
Shekhar Bhalla's Contact Details

Shekhar Bhalla work email

Shekhar Bhalla personal email

About Shekhar Bhalla

As a Financial Planner at CIBC, I use my credentials) and my expertise in wealth management to help clients achieve their financial goals. I have over 15 years of experience in the financial services industry, including senior roles as a Financial Advisor and a Business Advisor at CIBC Imperial Services and CIBC. I have developed strong skills in strategic financial planning, investment management, risk management, and client relationship management. I am passionate about providing personalized and holistic financial solutions that suit the needs and preferences of each client. I am also committed to continuous learning and professional development, as well as contributing to the success and growth of CIBC. I value collaboration, integrity, and excellence, and I strive to deliver exceptional service and results to my clients and colleagues.

Shekhar Bhalla's Current Company Details
RBC Dominion Securities

Rbc Dominion Securities

View
Wealth Advisor and Financial Planner
Mississauga, ON, CA
Website:
rbcds.com
Employees:
5670
Shekhar Bhalla Work Experience Details
  • Rbc Dominion Securities
    Wealth Advisor And Financial Planner
    Rbc Dominion Securities
    Mississauga, On, Ca
  • Cibc
    Financial Planner
    Cibc Nov 2023 - Present
    Brampton, Ontario, Canada
  • Cibc Imperial Services
    Sr Financial Advisor
    Cibc Imperial Services 2009 - Oct 2023
    Brampton, Ontario, Canada
  • Cibc
    Business Advisor
    Cibc Mar 2007 - Jun 2009
    Brampton

Shekhar Bhalla Skills

Financial Advisory Banking Fixed Income Business Relationship Management Retail Valuation Financial Planning Portfolio Management Financial Modeling Investments Relationship Management Mortgage Lending Finance Financial Services Equities Wealth Management Strategic Financial Planning Risk Management Financial Analysis Investment Banking

Shekhar Bhalla Education Details

Frequently Asked Questions about Shekhar Bhalla

What company does Shekhar Bhalla work for?

Shekhar Bhalla works for Rbc Dominion Securities

What is Shekhar Bhalla's role at the current company?

Shekhar Bhalla's current role is Wealth Advisor and Financial Planner.

What is Shekhar Bhalla's email address?

Shekhar Bhalla's email address is sh****@****hoo.com

What schools did Shekhar Bhalla attend?

Shekhar Bhalla attended Gujarat University.

What skills is Shekhar Bhalla known for?

Shekhar Bhalla has skills like Financial Advisory, Banking, Fixed Income, Business Relationship Management, Retail, Valuation, Financial Planning, Portfolio Management, Financial Modeling, Investments, Relationship Management, Mortgage Lending.

Who are Shekhar Bhalla's colleagues?

Shekhar Bhalla's colleagues are Miguel Angel Cortes Muñoz, Shabnam Imdad, Karen Bosnakyan, Caylee Talbot, Neil Berg, Steven Guaiani, Jaime Schleich.

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