Who We Are

Vibhor transitioned into the role of Associate Advisor after nearly 20 years work experience in the non-profit sector. Holding senior roles at the YMCA, Canada World Youth, Katimavik and Canadian Roots Exchange (CRE) including 6 years as an Executive Director/ CEO Vibhor was responsible for overseeing the overall mission and financial well-being of registered charities. He brings that same dedication and commitment to clients.

Vibhor started transitioning his career in 2017 when he completed leadership training at Harvard Business School. Since then, he completed several courses with the Canadian Securities Institute. Vibhor’s has a strong focus on socially responsible investing and values aligned services. He provides research and support to socially conscious clients who share concerns such as climate change, fair labour practices and respect for Indigenous rights. His education background includes a BSc in Mathematics, HBA from Ivey Business School as well as a Master of Arts from University of Manitoba. 

In addition to his professional and educational accomplishments, Vibhor continues to support non-profits and can assist clients who are interested in charitable giving in their estate planning.