Sheean Patel

Wealth Advisor

Sheean is a graduate of Hillfield Strathallan College and then later, of McMaster University where he obtained an Honours BComm in 2011. He has been in the investment business since 2012.


First job: Account manager at Xerox where he learned about exceptional client service and how to best meet the needs of his clients.


Best financial decision: Starting to save at a very early age (15)


Volunteer experience: Young Entrepreneur & Professionals, Hamilton, ON


Core belief:  Discipline, not genius, creates success.


Clients of Patel Wealth Management gain access to a team of financial professionals to simplify and enhance their financial situation.