Harleen Chouhan

Harleen brings over a decade of experience in the financial services industry, including various roles at Desjardins Financial. She has built strong client service expertise and a passion for helping clients achieve their financial goals. Her experience as a Branch Administrator and as part of a financial advisor’s team has further enhanced her knowledge of wealth management and financial planning.

Harleen’s educational journey began in New Zealand, where she studied Business Management before relocating to Canada to pursue further education at Humber College. There, she successfully completed the Financial Services Business Management program, laying the foundation for her career in the financial services industry.

In November 2022, Harleen joined TriDelta Private Wealth to continue her career in wealth management. Since then, she has completed several industry courses, including the Canadian Securities Course (CSC), Wealth Management Essentials (WME), Advanced Investment Strategies (AIS), and Portfolio Management Techniques (PMT). She is committed to providing personalized financial guidance and exceptional client service.

Committed to continuous learning, Harleen is currently pursuing the Chartered Investment Manager (CIM) designation and plans to pursue the Certified Financial Planner (CFP) certification in the future. She is dedicated to enhancing her knowledge and providing personalized financial guidance to her clients.

Outside of work, Harleen enjoys travelling and spending quality time with her husband and beautiful daughter. She hopes to explore every corner of the world while creating lasting memories with her family.

To connect with Harleen, call (905) 901-3429 ext. 250 or email harleen@tridelta.ca .