Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

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Bijal Patel



CFO and Head of Private Capital

Bijal Patel


As CFO, Bijal draws on his innovative, entrepreneurial mindset and expertise to assess, advance, and improve business practices to drive the firm’s development and growth strategies.

Bringing over 22 years of experience in the financial services industry, Bijal previously held roles at leading financial firms including SVP and CFO – Retail and Wealth Management, SVP Mortgages and Lending, and EVP Products.

Bijal holds an MBA from the Schulich School of Business at York University, as well as a Bachelor of Laws (LLB) from Osgoode Hall Law School at York University.  When not in the office you can find Bijal watching sports on his phone while doing endless errands for his wife, two teenage daughters and dog, Milo.


* For all interviews and media inquiries please contact Nicole Thompson at [email protected].

Question & Answers

  • Best concert ever attended?

    Adele, row two

  • Favourite Movie?


  • Best advice I've received:

    No task is too small to perform on your own

  • If you could travel anywhere in the world, where would it be?

    The Maldives

  • Best book to read on a long flight?

    Steve Jobs by Isaacson

  • If you could play any sport professionally what would it be?