Jeet Dhillon, CFA, MBA
Vice President & Senior Portfolio Manager
With over 22 years of investment industry experience, Jeet provides investment counsel to private clients, corporations, not for profits, individual pension plans and trusts to help develop and implement investment strategies tailored to help meet their individual needs.
She takes a holistic approach to creating personalized long-term financial strategies to balance portfolio growth, asset protection and tax efficiency.
Prior to her current position, Jeet worked as Manager, Strategic Initiatives, assisting Senior Portfolio Managers with research and management of high-net-worth client portfolios while also spearheading strategic business initiatives for Private Investment Counsel.
Jeet is a CFA Charterholder and a member of the CFA Institute and the Toronto CFA Society. She graduated from the University of Calgary with a Bachelor of Commerce degree and from Simon Fraser University with a Master of Business Administration.