Shik Patel

Wealth Advisor & Portfolio Manager

Shik brings 33 years of experience managing investments for clients in all market conditions. His career began at CIBC Wood Gundy. Over the years, Shik has expanded his abilities through continuous upgrading of his skills including earning his  Certified Investment Management Analyst  designation from the Wharton School of Business. And recently he was granted the Portfolio Manager designation in 2013.


Throughout his career, Shik has strived to provide clients a disciplined portfolio management process that protects clients from large losses using a repeatable method. 


Best financial decision:  Evolving my business to a rules-based, client-focused portfolio management in 2012.


Favorite outside passions:  Golfing at  Hamilton Golf & Country Club; enjoying Cuban cigars and; travel with his wife.


Core belief:   Every client deserves to know how well they have done and what they pay.