Sharv Parikh
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Sharv Parikh Email & Phone Number

Investment Research Analyst at Wealhouse Capital Management
Location: Canada 5 work roles 3 schools
1 work email found @wealhouse.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email s****@wealhouse.com
LinkedIn Profile matched
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Current company
Wealhouse Capital Management
Role
Investment Research Analyst
Location
Canada
Company size
10 employees

Who is Sharv Parikh? Overview

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Quick answer

Sharv Parikh is listed as Investment Research Analyst at Wealhouse Capital Management, a with 10 employees, based in Canada. AeroLeads shows a work email signal at wealhouse.com and a matched LinkedIn profile for Sharv Parikh.

Sharv Parikh previously worked as Investments & Securities Analyst at Manulife and Portfolio Advisory Group Co-op at Rbc Capital Markets. Sharv Parikh holds Bachelors For Financial Analysis And Risk Management, Math/Finance from University Of Waterloo.

Company email context

Email format at Wealhouse Capital Management

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*@wealhouse.com
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AeroLeads found 1 current-domain work email signal for Sharv Parikh. Compare company email patterns before reaching out.

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Profile bio

About Sharv Parikh

Sharv Parikh is a Investment Research Analyst at Wealhouse Capital Management. They is proficient in Spanish, French and Hindi.

Current workplace

Sharv Parikh's current company

Company context helps verify the profile and gives searchers a useful next step.

Wealhouse Capital Management
Wealhouse Capital Management
Investment Research Analyst
toronto, ontario, canada
Website
wealhouse.com
Employees
10
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5 roles

Sharv Parikh work experience

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

Investments & Securities Analyst

Manulife

Toronto, Ontario, Canada

• Created Dashboards in PBI to analyze Manulife products through advanced analysis and KPI dashboards.• Customized dashboards promoted efficiency, data visualization and reduced costs and expenses of projects by 7%.• Developed a DCAF Calculator with VBA to assist analysts to perform fund allocation and rebalancing.• Organized training sessions on Power BI and Sharepoint to provide a technological shift from traditional tools.

May 2022 - Aug 2022

Portfolio Advisory Group Co-Op

Rbc Capital Markets

Toronto, Ontario, Canada

• Presented a stock pitch to the team including a business overview, industry analysis, risks contagions, DCF & comparable company analysis valuation to arrive at an investment recommendation utilized by advisors & client.• Assisted in the preparation of 2 client friendly notes daily to provide recent market and stock information.• Utilized Bloomberg Terminal, Factset to facilitate client related inquiries and assist in portfolio reviews.• Provided updated market information to investment advisors and analysts using Excel models.• Organized and hosted the morning call with 400+ participants to provide analyst recommendations.

Aug 2021 - Dec 2021

Global Wealth Asset Management (Gwam) Ops Strategy

Manulife

Toronto, Ontario, Canada

• Created dashboards in Power BI to analyze expenses across GWAM business units and compare against targets.• Customized dashboards promoted efficiency, data visualization and scaled back project costs in excess of $3 MM.• Organized training sessions on Power BI and SharePoint to provide a technological shift from traditional tools.• Designed a user manual on these applications which is now utilized across several teams by 500+ employees.

Jan 2021 - Apr 2021

Analyst, High Risk Clients

Rbc

Toronto, Ontario, Canada

• Analyzed over 50 high-risk clients (Cannabis, PEP) to mitigate risk factors using anti money laundering processes.• Performed statement analysis, Enhanced Due Diligence and KYC procedures of clients using GCM & DDIQ.• Prepared risk assessment reports and assigned risk ratings to clients to determine the risk exposure to RBC.• Updated and maintained the high-risk client database system to facilitate easier access to client risk reports.

Jan 2020 - Apr 2020
Team & coworkers

Colleagues at Wealhouse Capital Management

Other employees you can reach at wealhouse.com. View company contacts for 10 employees →

AM Andy Marchese, Fcsi®Cim® Andy Marchese, Fcsi®Cim® Colleague at Wealhouse Capital ManagementOntario, Canada View → NR Nikhil Ratesar Nikhil Ratesar Colleague at Wealhouse Capital ManagementToronto, Ontario, Canada View → CL Chloe Leung Chloe Leung Colleague at Wealhouse Capital ManagementToronto, Ontario, Canada View → DM Devon Morrison Devon Morrison Colleague at Wealhouse Capital ManagementMarkham, Ontario, Canada View → AJ Andrew James Labbad, Cfa Andrew James Labbad, Cfa Colleague at Wealhouse Capital ManagementToronto, Ontario, Canada View → BM Bridget Morrison Bridget Morrison Colleague at Wealhouse Capital ManagementToronto, Ontario, Canada View → CM Cynthia Mok Cynthia Mok Colleague at Wealhouse Capital ManagementCanada View →
3 education records

Sharv Parikh education

High School Diploma

Faips Dps Kuwait

Business, A-

Cornell University-Summer Program

Learned the ins and outs of the business world, collaborated with business professionals such as David Einhorn, ran a simulated cafe.

FAQ

Frequently asked questions about Sharv Parikh

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

What company does Sharv Parikh work for?

Sharv Parikh works for Wealhouse Capital Management.

What is Sharv Parikh's role at Wealhouse Capital Management?

Sharv Parikh is listed as Investment Research Analyst at Wealhouse Capital Management.

What is Sharv Parikh's email address?

AeroLeads has found 1 work email signal at @wealhouse.com for Sharv Parikh at Wealhouse Capital Management.

Where is Sharv Parikh based?

Sharv Parikh is based in Canada while working with Wealhouse Capital Management.

What companies has Sharv Parikh worked for?

Sharv Parikh has worked for Wealhouse Capital Management, Manulife, Rbc Capital Markets, and Rbc.

Who are Sharv Parikh's colleagues at Wealhouse Capital Management?

Sharv Parikh's colleagues at Wealhouse Capital Management include Andy Marchese, Fcsi®Cim®, Nikhil Ratesar, Chloe Leung, Devon Morrison, and Andrew James Labbad, Cfa.

How can I contact Sharv Parikh?

You can use AeroLeads to view verified contact signals for Sharv Parikh at Wealhouse Capital Management, including work email, phone, and LinkedIn data when available.

What schools did Sharv Parikh attend?

Sharv Parikh holds Bachelors For Financial Analysis And Risk Management, Math/Finance from University Of Waterloo.

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