Hello, my name is Gurmeet Bajaj!

With 15+ years of experience in financial services industry, I have worked in investment banking, quantitative finance and risk management capacities. I have held positions in both public and private sectors and worked in wide ranging roles that include business development, operations, research, quantification of risk and public policy.

I have a bachelor's degree in Economics and Finance from Wilfrid Laurier University and a master's degree in Economics from Boston University. To further enrich and deepen my knowledge of investments I pursued and received my CFA designation. I am also a registered REALTOR® with Century 21 Legacy Ltd.

I have been passionate about economics finance and the world of investing for 20+ years and have continued to sharpen my skillset with academic and on-the-ground experience. I believe that economics and finance have such a profound impact on our daily lives and more often than not, we forget to connect the dots which actually shape ours and our family's future.

I have been an experienced investor in various asset class (including equities, real estate, bonds, etc.) for a number of years and have learned the tricks of the trade by trying bold and different strategies to maximize returns for myself and my family. With my academic and practical knowledge and experience, I find myself in an opportune position to work with prospective clients as a consultant and help them guide through the world of investing.

In my work, I like to place emphasis on self-reliance and self-discovery, meaning that I prefer to take the role of a facilitator or a mentor or a coach, rather than being the one with the answers and making decisions. My goal is to work with my clients and help them master the world of investing and make self-sustaining decisions for themselves.