Our Services
Holistic Wealth Offering
Rana Investment Management offers a broad range of services that starts with learning about you. Our investment options extend far beyond just stocks and bonds, and we’ll happily help you with other areas of your financial picture, from tax, estate planning, retirement planning to setting up a charitable trust.
Our Services
Retirement Planning
As experts in the retirement planning field, we bring together all of the various assumptions required to guide clients toward the appropriate savings rates as they approach retirement, and spending rates when they are retired.
Estate & Trust Planning
Maximizing one's estate through tax minimization, and building a plan to transfer the assets to the next generation. We provide guidance around how to best accomplish your estate goals or build a trust to preserve a financial legacy.
Education Planning
Creating a plan to invest in your children's future. We build a plan to address the tuition fees, living expenses, and other costs related to post-secondary education.
Tax Minimization
Creating innovative strategies to minimize your overall taxes. We work with independent tax experts to implement wealth management tax strategies.
Insurance
Insurance is a part of any well thought out financial plan. Protecting one's assets is an essential part of a holistic wealth management approach through the utilization of various life, disability, critical illness, and long-term care policies.
