Lokesh Patel

Client Service Associate & Compliance Support

Lokesh has over 10 years of experience in the retail banking industry, being with RaeLipskie since 2021.

He has completed both the Investments Funds in Canada and the Branch Compliance Officer courses. In the past, he has worked at CIBC and TD as a Financial Advisor and Branch Compliance Officer as well as having Analyst experience for over 5 years.

Lokesh grew up in India, moved to Canada in 2011 and currently lives in Breslau with his wife and 2 children. He likes to spend time with his family exploring new trails and parks and loves travelling and adventure sports.

He is also an active member of the BAPS Swaminarayan Mandir and volunteers for the organization.

Contact:

519-578-6849 ext. 231

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