Vice President & Senior Investment Counsellor
BMO Private Wealth
255 Queens Avenue
As Vice President & Senior Investment Counsellor, Raj and his team provide a high touch service with attention to detail. Each client receives a customized Wealth Plan with a roadmap to reach their goals. This integrates financial plan, estate and multi-tax planning, assets, real estate, holding companies, investments, and philanthropic needs.
We provide a comprehensive wealth management planning for ultra-wealthy families. This requires the skills and experience of a well-coordinated and collaborative team of professionals, from investment, estate, business, legal, insurance, and tax disciplines.
Maximizing valuation when selling a business requires planning. Don't wait until you are ready to sell to start the process. Get in touch with our team to learn how we can help you get the best price for your business. We also help to transition the business to a family member or key employee.
We Design custom discretionary investment portfolios, OSC licensed investment counsellor, CFA Senior Licensed Investment Counsellor to build and design investment portfolios.
Wealth Structuring and Business Value Monetization
Longevity and Legacy Planning
Alpha Enhanced Returns and Leverage Solutions
At BMO Private Wealth, you are surrounded by a team of experts that understands your needs and can help you prepare for opportunities and safeguard against risks before they arise. This intuitive, proactive approach to wealth management is at the heart of our award-winning service.