Vriti Panwar
Lead, Private Wealth Growth, Wealth Management @Wealthsimple
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WORK HISTORY
Lead, Private Wealth Growth, Wealth Management @Wealthsimple
Toronto, ON, CA
Working with high-net-worth families on governance-level decisions: structure, liquidity, and multi-account coordination across investing, tax, and estate planning. I quarterback the process from first conversation through implementation with specialist teams.
EDUCATION
Queen's University
Bachelor of Arts (Honours)
ABOUT VRITI PANWAR
I lead wealth management conversations at Wealthsimple for affluent professionals, entrepreneurs, and families navigating high-stakes financial transitions; the moments that shape not just returns, but legacy.My work sits at the intersection of strategy, trust, and execution. I help people move from financial complexity to clarity by bringing the right conversations, the right priorities, and the right specialists to the table at the right time.I’m especially drawn to clients who are building in real time: scaling businesses, managing concentrated equity, planning across generations, or trying to make smart decisions while life and work are moving fast.My perspective is shaped by my background in economics and mathematics, but also by the environments that built me; a joint family in India, years of competitive tennis, and a career that started in compliance before moving into wealth management. Those experiences taught me that good judgment matters most when the stakes are high and the pressure is real.At Wealthsimple, we are rethinking what wealth management can feel like: more modern, more transparent, and more aligned with how people actually live t••••••••@wealthsimple.com
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