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Harry Bhullar profile image

Harry Bhullar

Private Market Specialist at Pinnacle Wealth Brokers EMD
Intro Book
Financial expert with 10+ years of experience in investments, financial markets, and leadership.
  • Claim this Profile
Location
Greater Toronto Area, Canada, CA
Skills
  • Investments
  • Financial Markets
  • Data Analysis
  • Financial Modeling
  • Financial Analysis
  • Show all
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Bio

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Harry Bhullar is a seasoned financial professional with 10+ years of experience in investments, financial markets, and leadership. He has worked in private equity, alternative investments, and wealth management, providing expertise in financial modeling, analysis, and team leadership. Harry holds a Bachelor of Arts degree in Financial Economics and Business Economics from York University and is a Certified Financial Planner (CFP) Candidate.

Credentials

  • Canadian Securities Course (CSC®)
    Canadian Securities Institute
    Sep, 2013
    - May, 2026
  • Canadian Securities Course
    CSI Global Education Inc.
  • Certified Financial Planner (CFP) Candidate
    Financial Planning Standards Council

Experience

  • Pinnacle Wealth Brokers EMD
    • Toronto, Canada Area
    • Private Market Specialist
      • May 2019 - Present
      • Toronto, Canada Area

      Private Equity and Alternative Investment Solutions- Access to Exempt Product Market- Financial Planning and Advice- Investment Planning and Solutions- Access to Private Equity and Debt Solutions to help diversify your portfolio- Low Cost and High Quality Portfolio Management Solutions

  • LendX Financial Inc.
    • Toronto, Canada Area
    • Vice President
      • Oct 2018 - Present
      • Toronto, Canada Area

      Full Service Mortgage Brokerage:- Project Funding- Residential Mortgages- Commercial Mortgages- Private Mortgages- Construction and Land Financing- Truck and Trailer Financing- Commercial Equipment Financing- Business Loans- Development FinancingFSCO License# 13090

  • Indigoblue Financial Group (Lic #12896)
    • Mortgage Agent
      • Jun 2017 - Oct 2018

  • SAFEBRIDGE Financial Group
    • Mortgage Agent
      • Jan 2017 - May 2017

  • TD
    • Manager of Customer Service
      • Oct 2016 - Jan 2017

    • Financial Advisor
      • Nov 2015 - Oct 2016

    • Financial Services Representative
      • Feb 2014 - Oct 2015

    • Customer Service Representative
      • Nov 2011 - Jan 2014

Education

  • 2010 - 2014
    York University
    Bachelor of Arts (B.A.) Specialized Honors, Economics

Suggested Services

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Industry Focus. “Financial Services”

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