Who Are We?

Raj's role is portfolio design and relationship management. With over 30 years experience dealing with Ultra high net worth families, Raj brings the entire product shelf of BMO to his clients. He hand picks the right products to construct the ideal portfolio to achieve his client's goals and objectives while maximizing returns.

Carlos runs the day to day portfolio management operations, oversees compliance and directly manages clients. Carlos monitors our client's investment portfolios to ensure they are in line with our portfolio allocations and flags disparities so we can further research them and make adjustments as necessary.

Jen is in charge of client management. She proactively contacts our clients on a regular basis and sets up client reviews. She is in client meetings taking notes and is responsible for all follow up activities, Including follow up appointments with other wealth planning specialists and any cash management activities that need to be completed.

Katherine is in charge of client reporting and compliance. One of the cornerstones of our offering is providing accurate, timely reporting that informs our clients of how they are performing. Katherine produces our extensive client meeting packages and also provides some custom reports for clients that want specific details sent to them on a regular basis.