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Heera Singh

Financial Advisor, Entrepreneur

Heera Singh is the founder and CEO of Legacy Wealth Advisors, a company focused on empowering clients with the knowledge and resources to make sound financial decisions. Heera Singh and his team develop financial plans, assess progress, and provide adjustments to plan accordingly for each client. As President & CEO of the firm, Heera Singh is responsible for overseeing the progress and growth of the company, marketing and branding, training and development, as well as delegating and supervising tasks to his team.

In his spare time, he enjoys exploring new cultures and learning about psychology & human behaviour. This interest has inspired him to travel to places such as India, Dominican Republic and Taiwan, as well as live in Jamaica. His passion for kirtan has also led him to travel to over 25 cities across North America for smagams. In addition, Heera Singh enjoys reading, playing and watching sports, learning about world history (i.e. ancient European, Asian, African, and Sikh), furthering his spirituality, and spending time with family and friends.

Profession

Financial Advisor, Entrepreneur

LANGUAGE(S)

Punjabi, English

LOCATION(S)

Brampton

Email

heera.singh@sikhiamentor.com

Favourites

Favourite Book:

Seven Habits of Highly Effective People
by Stephen Covey

Favourite Food:

Italian Food; Pizza

Favourite Show:

NCIS Series

Favourite Movie:

The Lion King

Milestones

Present
Legacy Wealth Advisors

Founder/CEO/President

2017
Financial Planning Standard

Certified Financial Planner Designation

2008-2015
Financial Advisor

2008
Investment Funds Institute of Canada

Life License Qualification Program

2007
Canadian Securities Institute

Canadian Securities Course

2007
Institute of Canadian Bankers

Mutual Funds Certificate

2007
Sheridan College

Business Administration - Finance