Sono Singh, Cim®
About Sono Singh, Cim®
Sono Singh is a Wealth Planning Specialist at IG Wealth Management in Toronto, Canada, where he has worked since 2018. He specializes in securities research and market analysis for high net worth clients and has a background in finance and trading.
Work at IG Wealth Management
Sono Singh has been employed at IG Wealth Management since 2018, serving as a Wealth Planning Specialist. In this role, he provides tailored securities research and market activity analysis specifically designed for high net worth clients. His responsibilities include offering written portfolio summaries that analyze existing investments and provide personalized recommendations. Additionally, he conducts training and communication seminars to keep consultants informed about market trends and economic discussions.
Education and Expertise
Sono Singh studied at the American British Academy, where he completed his High School education and earned an International Baccalaureate (IB) diploma from 2002 to 2006. He furthered his education at Carleton University, obtaining a Bachelor's Degree in Commerce between 2006 and 2011. His academic background supports his expertise in wealth planning and financial analysis.
Background in Financial Services
Prior to his current position, Sono Singh accumulated significant experience in the financial services sector. He worked at TD Wealth Management as a Trader, focusing on options, equities, and fixed income from 2014 to 2016. He also held positions at MD Financial Management and IG Wealth Management as a Trader and Securities Planning Specialist, respectively. His early career included a role as a Finance Associate at SKC Management Consultancy Pvt Ltd in New Delhi, India.
Skills and Tools Proficiency
Sono Singh is skilled in utilizing various financial tools essential for market analysis and portfolio management. He has proficiency in Bloomberg Terminal, Thomson Reuters Eikon, and Morningstar Advisor Workstation. His expertise in these tools enhances his ability to conduct third-party product research and gather competitor insights, which are crucial for developing effective client portfolio strategies.