Abhi Sreevalsan

Abhi Sreevalsan Associate

Abhi supports Skyline investors at every step of their investment journey, helping them move closer to the financial milestones that matter most to them and their families. Known for his strong communication skills and relationship-building abilities, he is committed to providing a personalized experience that helps investors feel understood and valued.

Abhi joined Skyline with more than six years of retail banking, wealth management, financial services, and financial operations experience. Prior to Skyline, he worked as a financial advisor at CIBC, helping clients achieve their financial goals through personalized banking, lending, and investment solutions. He also provided leadership support by overseeing daily branch operations, coaching team members, and contributing to business growth and client satisfaction. Earlier in his career, he supported financial operations within the Legislative Assembly of British Columbia.

Abhi finds the greatest reward in seeing investors gain confidence in their financial future. Driven by a passion for building meaningful relationships and solving complex financial challenges, he takes pride in helping investors create lasting wealth and achieve their long-term financial goals.

Abhi holds an MBA in Global Finance and Banking from the Swiss School of Business and Management, a Postgraduate Diploma in Business Management from Selkirk College, and an Honours Bachelor of Commerce in Banking and Insurance from the Christ University School of Business and Management. He has also completed the Investment Funds in Canada (IFC) course.