Manmeet Bhatia CFA, LIFA, CLU, CFP, CIM

Manmeet brings nearly 25 years of experience in the financial services industry to Franklin Templeton Canada in the role of Head of Private Wealth where he is responsible for leading the private wealth business and digital transformation of Franklin Templeton's wealth management business overall.

Previously, Manmeet held various executive and senior leadership positions including SVP Online Brokerage and Digital Wealth Product and Chief Wealth Correspondent for Aviso Wealth and Chief Investment Officer for Qtrade Financial Group and Director of Product Management at Assante Asset Management. In these roles Manmeet was responsible for the structuring, development and ongoing strategic management of various investment mandates and programs, along with selection and ongoing risk and performance monitoring of sub-advisors and asset allocation decisions.

Manmeet holds a Chartered Financial Analyst (CFA) designation, in addition to Licensed International Financial Analyst (LIFA), Chartered Life Underwriter (CLU), Canadian Investment Manager (CIM) and Certified Financial Planner (CFP) designations. He is a graduate of the I.H. Asper School of Business with a Bachelor of Commerce degree (Hons.) majoring in Finance.