Building Wealth for Your Future, One Step at a Time.
Search for best-in-class investment options globally, rather than solely relying on what’s on offer in-house. Recommending the most appropriate products, services and experts based on your specific goals and objectives.
We are completely independent. We are not constrained by “Big Bank” policies and never “lock you in” with proprietary products since we are not mandated to sell any.
Rana Investment Management is a full-service wealth management firm providing the products and expertise offered at the largest institutions in Canada with a boutique client experience.
Our Services
Planning
Financial Planning for all aspects of your life. Your personal, business and legacy. Estate Planning, Retirement Planning and Education Planning.
Investing
Goal based investing focuses on understanding your specific goals and creating an investment solution to achieve that goal.
Tax Minimization
Creating innovative strategies to minimize your overall taxes. We work with independent tax experts to implement wealth management tax strategies.
Risk Management
Making sure you have the tools required to help you and your family minimize your investment risk and minimize the risks from everyday life.
