Simranjit Rai
Financial Planner @TD
Signup · Get unlimited contacts
WORK HISTORY
Financial Planner @TD
Calgary, AB, CA
EDUCATION
Punjab Technical University
Master of Business Administration - MBA, Business Administration and Management, Finance and Marketing
ABOUT SIMRANJIT RAI
For over 16 years, I have believed that a financial plan is only as strong as the peace of mind it provides. I specialize in bridging the gap between complex wealth management and the human side of financial transitions.\"As a PFP®-designated professional in Calgary, I partner with High-Net-Worth families and business owners to navigate the \"what\'s next.\" My approach is clinical in its logic but empathetic in its execution.How I help Lawyers, Accountants and Realtors: I serve as the strategic arm of your client’s advisory team. Whether it’s coordinating a complex estate freeze, optimizing a business sale, or managing a 16-year legacy transition, I ensure the financial architecture supports the legal and tax structures you build.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.