Robin Shukla

Background

About Robin Shukla

Insight Passion Strategy and Success RELATIONSHIP MANAGEMENT HIGH-NETWORTH ACCOUNT MANAGEMENT BUSINESS DEVELOPMENT I am a rsourceful, informed, and industry-savvy professional with 15+ years of experience in wealth/asset management, high-networth portfolio management, investments, regional sales, and client relationship-building in ON and BC. I offer expertise in evaluating clients’ individual objectives and devising customized investment solutions in alignment with goals with a reputation as a big-picture strategist, with solid hands-on tactical execution skills. Finely honed leadership, strategic thinking, negotiation, and problem-solving skills. Over my career, I have raised over $9B in capital over 15-year career with a focus within the advisory management industry. I deliver a proven history engaging HNW clients in 1-on-1 consultations to provide customized investment strategies, including tax efficient investment solutions, retirement funding, stock options and lending solutions. Additionally, I have successfully managed a broadly diversified portfolio of personal and business accounts, including building a portfolio of $120M of mutual fund investments at TD Bank. My areas of expertise includes: Portfolio Management Risk Analysis & Mitigation Recruiting, Hiring & Training Mutual Fund Management Regulatory Compliance Asset Management Investment Management IIROC Channel Relationships Financial Analytics Financial Planning & Analysis Capital Markets Financial Services Private Client Wealth Management Please contact me at arobinshukla@gmail.com or 647.990.5039.