Kawal Singh, CFA, CFP®, B.Com
Private Wealth Advisor, Portfolio Manager
Email
[email protected]
Mobile Phone
780.860.8729
LinkedIn Profile
Kawal Singh
Location
Edmonton, Alberta
Fluent in English, Punjabi, Hindi, and Urdu, my dedicated portfolio and financial guidance sees clients through all market cycles and life situations, while considering behavioral biases that may impact the decision-making process. I’m highly committed to their success and ensuring they can rely on me as their trusted advisor.
My journey in finance began in the capital markets, honing my skills in equity, derivative trading, and risk hedging strategies. This led to investment management, financial planning, and retirement planning. Prior to joining CWB Wealth, I held positions as a Senior Financial Consultant at MD Financial Management, and a Financial Advisor at ATB Wealth in the Edmonton area.
With a foundation rooted in Bachelor’s degree in finance, I also hold the Chartered Financial Analyst® (CFA®) and CERTIFIED FINANCIAL PLANNER® (CFP®) designations.
Edmonton, Alberta
“The most rewarding part of what I do is seeing my clients reach their goals and experience an increased sense of well-being.”I build carefully constructed portfolios that help protect and grow my clients’ hard-earned wealth. My experience includes working with professional corporations, health care professionals, and high-net-worth clients. I understand the distinctive needs of this demographic, and invest the necessary time to learn each person’s unique story and financial goals before suggesting tailored financial solutions.
Fluent in English, Punjabi, Hindi, and Urdu, my dedicated portfolio and financial guidance sees clients through all market cycles and life situations, while considering behavioral biases that may impact the decision-making process. I’m highly committed to their success and ensuring they can rely on me as their trusted advisor.
My journey in finance began in the capital markets, honing my skills in equity, derivative trading, and risk hedging strategies. This led to investment management, financial planning, and retirement planning. Prior to joining CWB Wealth, I held positions as a Senior Financial Consultant at MD Financial Management, and a Financial Advisor at ATB Wealth in the Edmonton area.
With a foundation rooted in Bachelor’s degree in finance, I also hold the Chartered Financial Analyst® (CFA®) and CERTIFIED FINANCIAL PLANNER® (CFP®) designations.
Beyond the Office
I enjoy time with family both indoors and out, often taking nature walks to explore and unwind.