Education
B.Sc. (Neuroscience), University of Toronto
Preet graduated from the University of Toronto with a specialist degree in Neuroscience which is the study of the Central Nervous System, particularly the brain. Preet has a keen interest in the upcoming fields of behavioural finance and neuroeconomics as they marry his passion for finance with his study of the neurosciences.
FMA - Financial Management Advisor
Awarded by the Canadian Securities Institute, the FMA designation denotes a mastery level knowldege of wealth management strategies, well beyond the scope of basic financial planning. FMAs have gained enhanced understanding of the wealth management process, estate and tax planning and the evaluation of managed products for high-net-worth clients.
DMS - Derivatives Market Specialist
Awarded by the Canadian Securities Institute, the DMS designation recognizes a specialized knowledge in the advanced concepts of derivative investments and risk management. A DMS designation holder is proficient with hedging strategies, portfolio insurance strategies, derivative product knowledge (such as options, swaps, FOREX, etc). The designation is held by very few retail financial advisors.
Completed Courses
Canadian Investment Funds Course
Life License Qualification Program (LLQP) Level I
Life License Qualification Program (LLQP) Level II
Canadian Securities Course (CSC)
Conduct and Practices Handbook (CPH)
Professional Financial Planning Course (PFPc)
Wealth Management Techniques (WMT)
Derivatives Fundamentals Course (DFC)
Options Licensing Course (OLC)
Options Strategies Course (OSC)
Technical Analysis Course (TAC)
Financial Market Risk Management Course (FRM)
