Investment & Insurance Advisor
After six years of an engineering career, Sanjay joined financial services industry in 2002. A passion for Investing & Finance, and a desire to help people were the main reasons why he joined the industry.
Sanjay started his career in financial services industry as a financial planning consultant with one of the largest financial planning companies in Canada. In 2004, Sanjay formed High Life Worth™ and moved his practice to an independent investment dealer.
To provide an independent & unbiased investment advice to his clients, in 2008, Sanjay joined HollisWealth®, a division of Scotia Capital Inc. as an Investment Advisor.
Sanjay holds Chartered Investment Manager (CIM®) designation and has been providing Investment & Wealth Management advisory services to Individuals and Corporations for more than 14 years.
Sanjay uses his Technical Analysis expertiese, in addition to Fundamental & Quantitative Analysis knowledge, to reduce risk in the client portfolios and thus providing higher Risk Adjusted Returns on the investment portfolios.
Individuals, who have come to know Sanjay, speak highly of his Integrity, Knowledge, Visionary Planning and a Passion for taking care of their needs.
Sanjay believes in leading a balanced lifestyle which involves maintaining healthy body, mind and spirit.