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Sanjay Makkar
CIM Associate Portfolio Manager, Logan Wealth Management
Sanjay is an associate portfolio manager in private wealth where he is skilled in portfolio management for families/corporations and creating financial plans leading to more effective retirement planning. He uses a holistic approach to uncover an individual's goals and risk tolerance to find their ideal retirement lifestyle, then works with clients to implement and execute their strategy to achieve this life. Each client’s portfolios are tailored to achieve the financial goals unique to that individual or corporation.
As clients begin to grow their business Sanjay helps with the protection of capital generated to ensure a smooth and tax efficient transition to the next generation.
Sanjay has close to 10 years of experience managing and consulting portfolios for large Canadian pension and endowment funds now individual family assets and corporations. He has worked closely with global asset managers conducting research spanning across different asset classes including private equity and debt and holds relationships with a vast number of companies to continuously strive to bring great opportunities to his clients.
- Retirement Planning Strategies
- Customized investment strategies
- Tax Planning