Sheean Patel

Associate Investment 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