Pathik Shah

Pathik is a graduate of Carleton University where he earned an Honours Bachelor of Economics. While attending university in Ottawa, he served in the Canadian Army Reserves as a member of 33 Canadian Brigade Group and continued his service following graduation. Serving for over 5 years as a Logistics Officer in the National Capital Region, Pathik gained valuable experience in organization, teamwork, and leadership before transitioning to a career in the financial services industry with TD Canada Trust, gaining experience across several client-facing roles before joining Herr Wealth Advisory.

In his role, Pathik works closely with Les, Ryan and Sean to support financial planning, investment planning and client engagement. Pathik is continuing to expand his knowledge and expertise to support Herr Wealth Advisory clients. He has completed the Canadian Securities Course and is in the process of pursing the Chartered Investment Manager (CIM®) and Certified Financial Planner® (CFP®) designations.

Pathik enjoys building meaningful relationships with clients and being part of their financial journey. He takes pride in supporting the team and contributing to the personalized planning and service that helps clients make confident financial decisions.

Outside of work, Pathik enjoys travelling, staying active, and spending time with family and friends. He is an avid sports fan with particular interests in basketball, soccer and hockey and is passionate about Formula One, cars, and motorsports. He also enjoys hiking, golf, and exploring new places to grab a bite!