MBA, CFA, CFP
Head of Private Client Investment Services, Portfolio Manager, Partner
Mr. Goel is a registered Portfolio Manager responsible for managing the Private Clients, Family Offices and Advisory relationships at Hillsdale. Mr. Goel has extensive global investment knowledge, with over 13 years’ experience as an Investment Counsellor and Relationship Manager to high-net-worth investors in the UK, Sweden and China, and most recently in India with HSBC as a Senior Investment Counsellor, Private Banking. Mr. Goel is a CFA Charterholder, attained his CFP and holds an MBA from Indian Institute of Foreign Trade, New Delhi, India. Amit joined Hillsdale in July 2016.
Phone: (416) 913-3944