Brian brings 18 years of financial consulting experience and is specialized in delivering financial solutions to high net-worth individuals in the areas of: Retirement, Tax, Insurance and Estate Planning. Brian has attained the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Trust and Estate Practitioner (TEP) designations. He has completed the Life License Qualification Program (LLQP) and was awarded a Bachelor’s degree from York University. More recently, he completed the Family Enterprise Advisor program attaining the (FEA) designation. He is a member of the Financial Planning Standards Council (FPSC®), Advocis Toronto Chapter and the Society of Trust and Estate Practitioners (STEP).

Raj joined the financial services industry in 2007 and has held various positions in Financial Planning, Wealth Management and Private Banking. He uses his knowledge and experience to help Canadian families achieve their financial goals and enjoy peace of mind.

As a Financial Planning Specialist, Raj aims to provide clients with a comprehensive financial planning experience taking an in-depth approach to understanding their needs and goals.

• Masters of Business Administration (MBA)
• Certified Financial Planner (CFP®)
• Chartered Life Underwriter (CLU®)

As a Senior Trust and Estate Consultant, my goal is to provide you and your family with confidence and peace of mind regarding your estate plan. For complex estate and trust issues, I can draw on the expertise of my CIBC partners, recommend external professionals and act as an objective third-party to help develop solutions.

Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. My team and I have the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most.