613-680-6202 sanjay.bhasin@iaprivatewealth.ca
HighLifeWorth Wealth Management
iA Private Wealth

Our Team

Sanjay Bhasin, B.Eng., CIM®

Portfolio Manager & Senior Wealth Advisor, HighLifeWorth™ Wealth Management
iA Private Wealth
Insurance Advisor*, High Life Worth Financial Corp.

Sanjay Bhasin, B.Eng., CIM®

After six years of an engineering career, Sanjay joined financial services industry in 2002. A passion for Investing & Finance, and a desire to help people were the main reasons why he joined the industry.

Sanjay started his career in financial services industry as a financial planning consultant with one of the largest financial planning companies in Canada. In 2004, Sanjay formed HighLifeWorth™ and moved his practice to an independent investment dealer.

To provide an independent & unbiased investment advice to his clients, in 2008, Sanjay joined HollisWealth® (now iA Private Wealth) as an Investment Advisor.

Sanjay holds Chartered Investment Manager (CIM®) designation and has been providing Investment & Wealth Management advisory services to Individuals and Corporations for more than 20 years.

Sanjay uses his Technical Analysis expertiese, in addition to Fundamental & Quantitative Analysis knowledge, to reduce risk in client portfolios and thus generats high Risk Adjusted Returns on the investment portfolios.

Individuals, who have come to know Sanjay, speak highly of his Integrity, Knowledge, Visionary Planning and a Passion for taking care of their needs.

Sanjay believes in leading a healthy & balanced lifestyle, which involves maintaining healthy body, mind and spirit.

iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.

This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.

Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.