Sheean K. P.
Wealth Advisor and Portfolio Manager @National Bank Financial
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WORK HISTORY
Wealth Advisor and Portfolio Manager @National Bank Financial
ON, CA
As a Wealth Advisor and Portfolio Manager at Patel Wealth - National Bank Financial Inc, I specialize in delivering personalized, team-based financial strategies for high-net-worth individuals and families. My role involves crafting and managing holistic plans that integrate: • Investment management tailored to your goals and risk profile • Tax-efficient strategies to preserve and grow wealth • Insurance solutions for life, critical illness, and disability protection • Estate and legacy planning to secure multigenerational impact • Residential and commercial financing advice for smart leverageWhat sets us apart is our commitment to integrity, education, collaboration, and transparency. I work closely with our expert team to ensure every decision supports your long-term vision—whether you’re growing your wealth, protecting your legacy, or planning for succession.
EDUCATION
McMaster University
Honours Bachelor of Commerce, Economics Minor, Finance, Marketing
Hillfield Strathallan College
Highschool Diploma
SKILLS
ABOUT SHEEAN K. P.
I help high-net-worth individuals and families build, protect, and transfer wealth—through personalized strategies that integrate financial planning, investment management, insurance, lending, and estate planning.At Patel Wealth (National Bank Financial), we take a holistic, team-based approach. Whether you’re planning your retirement, protecting your family or business, optimizing your tax strategy, or thinking about legacy, our goal is to ensure every part of your financial life is working together.One strategy we specialize in is the Individual Pension Plan (IPP)—a powerful, CRA-approved retirement solution designed for incorporated professionals like dentists, physicians, and business owners. IPPs allow for significantly higher contributions than RRSPs (especially after age 40), offer corporate tax deductions, creditor protection, and the ability to create a secure, pension-style retirement using corporate dollars.Our advice is transparent, collaborative, and tailored—always grounded in integrity and long-term trust. If you’re looking for clarity and confidence in your financial decisions, I’d be happy to opinions, endorsements, and recommendations expressed in my profile do not necessarily reflect those of National Bank Financial Inc (NBF). This site and electronic communications will be monitored by NBF for compliance purposes.
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