Rani Baroud
Investment Advisor & Financial Planner @Bmo Nesbitt Burns
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WORK HISTORY
Investment Advisor & Financial Planner @Bmo Nesbitt Burns
CA
Manage the investment needs of our clients•Use my tax expertise to increase the after tax returns•Prepare a customized financial plans and implicate the necessary specialists for added customer value, insurance, estate planning, complex tax planning ect.•Obtained several awards recognizing our devotion to advice and customer service - Top 40 under 40 by the Investment Industry Of Canada(2023)- Recognized amongst the top BMO advisor in the BMO conference of the stars in the Bahamas 2020 and 2024 - BMO Private Wealth recognized amongst the top in customer loyalty
EDUCATION
École des sciences de la gestion (ESG UQAM)
Bachelor of Finance
Institut Quebecois de Planification Financiere
TITLE, Financial Planner
Canadian Securities Institute
Graduate Diploma, Financial Planning and Services
ABOUT RANI BAROUD
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