Jiten Puri

Jiten Puri is an experienced entrepreneur and finance professional, currently serving as Founder and CEO of PolicyAdvisor since October 2018, focusing on improving life insurance accessibility for Canadians through technology and expertise. Additionally, Jiten co-founded and leads Optimised Financial Inc., an insurtech incubator aimed at modernizing the Canadian insurance sector. Prior to these ventures, Jiten held significant roles at Morgan Stanley as Executive Director in Investment Banking, advising financial institutions on M&A and corporate finance, and at HSBC Private Bank, where responsibilities included managing global investment portfolios and corporate lending. Jiten's educational background includes an MBA from The Wharton School and a Masters in Management from Jamnalal Bajaj Institute of Management Studies.