Gurjeet S. Rai

Gurjeet S. Rai Email and Phone Number

Estate Planning | Insurance | Trusted Advisor @ Estately Wealth Planning
Gurjeet S. Rai's Location
Canada, Canada
Gurjeet S. Rai's Contact Details

Gurjeet S. Rai work email

Gurjeet S. Rai personal email

n/a
About Gurjeet S. Rai

With over 15 years of experience advising clients. I specialize in writing out all your options and explaining them clearly and easily so you can make an informed decision.I’m easily accessible, provide highly skilled expertise in the field, and uphold my reputation of honesty and trustworthiness. My technical knowledge and industry experience allow me to identify the best ways to assist and support your needs.I'll help you understand your estate more clearly and give you direction to help you achieve your goals.

Gurjeet S. Rai's Current Company Details
Estately Wealth Planning

Estately Wealth Planning

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Estate Planning | Insurance | Trusted Advisor
Gurjeet S. Rai Work Experience Details
  • Estately Wealth Planning
    Partner
    Estately Wealth Planning May 2008 - Present
    Vancouver & Toronto
    At Estately Wealth, we specialize in estate planning and wealth preservation, offering personalized financial strategies to protect and grow your legacy. Serving clients across Ontario and BC, we focus on minimizing taxes and ensuring your wealth is efficiently passed to future generations. Let us guide you through the crucial steps of planning for your family’s future.
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Gurjeet S. Rai Skills

Financial Planning Insurance Investments Estate Planning Financial Services Financial Advisory Retirement Planning Investment Strategies Risk Management Portfolio Management Asset Management Certified Financial Planner

Gurjeet S. Rai Education Details

Frequently Asked Questions about Gurjeet S. Rai

What company does Gurjeet S. Rai work for?

Gurjeet S. Rai works for Estately Wealth Planning

What is Gurjeet S. Rai's role at the current company?

Gurjeet S. Rai's current role is Estate Planning | Insurance | Trusted Advisor.

What is Gurjeet S. Rai's email address?

Gurjeet S. Rai's email address is gu****@****nfp.com

What schools did Gurjeet S. Rai attend?

Gurjeet S. Rai attended University Of Waterloo.

What skills is Gurjeet S. Rai known for?

Gurjeet S. Rai has skills like Financial Planning, Insurance, Investments, Estate Planning, Financial Services, Financial Advisory, Retirement Planning, Investment Strategies, Risk Management, Portfolio Management, Asset Management, Certified Financial Planner.

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