Asheesh Mudgil

As a Wealth Advisor | Portfolio Manager, Asheesh specializes in strategic wealth planning and investment management, strongly believing in the power of education and collaboration.

He takes a proactive approach to empower his clients to make informed financial decisions, working closely with colleagues, tax advisors, attorneys, and other professionals to develop comprehensive wealth management strategies tailored to each individual's unique needs. Asheesh's passion for numbers and helping clients make critical life decisions drives his continuous learning and commitment to excellence.

Asheesh holds his Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), Trust & Estate Practitioner (TEP), Chartered Life Underwriter (CLU®), and Chartered Investment Management (CIM®) designations. Additionally, he holds a Master of Professional Accounting from Edith Cowan University, Australia. His expertise spans a wide range of sophisticated wealth strategies, including Discretionary Portfolio Management, Tax Strategies, Estate Planning, Succession Planning, Insurance Analysis, and Charitable Gifting, catering to high-net-worth clients. Additioinally, Asheesh serves as the Deputy Chair of Society of Trust and Estate Practitioners (STEP) South Western Ontario and is an active member of the CFA Society of Toronto.