Taje Mohabir
Cgi Partner, Vice President of Wealth & Asset Management Ip & Bps Market Development @CGI
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WORK HISTORY
Cgi Partner, Vice President of Wealth & Asset Management Ip & Bps Market Development @CGI
Toronto, ON, CA
Helping Wealth & Asset Management firms transform operations for efficiency, growth, and resilience.Architected end‑to‑end operating models that delivered up to 30% cost savings, reduced processing times and improved data quality across fund accounting, transfer agency, and digital wealth platforms.Position CGI as a trusted solution architect and systems integrator—offering a comprehensive SaaS and BPS suite that supports the entire investment lifecycle.CGI is uniquely positioned as a solution architect, systems integrator, and SaaS provider, enabling firms to reduce the total cost of ownership and streamline their IT ecosystems. Our comprehensive Wealth360 software suite supports the entire investment lifecycle, including: Fund Accounting - An asset valuation platform supporting unitized products like mutual funds and ETFs. Transfer Agency - A robust TA platform designed for the Canadian market. Financial Planning - A financial planning IP (Financial Wellness) that is uniquely designed to allow advisors and clients to work in collaboration. Portfolio Management - A platform designed for UMA, SMA and Managed solutions management. Capabilities are vast, with more to come. Plan Admin - A platform for manufacturing, recording, and managing term deposits (GICs), also a modular RESP and RDSP gateway for integration with TAs or Dealer/broker BOR. eSettlement - A dealer securities BOR. FxSuite - A platform that records FX trades and facilitates payments.Let’s connect to discuss how CGI can support your transformation journey.
EDUCATION
Queen's University
Executive Program Certificate, Strategy, Finance, Leadership
York University
Bachelor of Commerce - BCom
ABOUT TAJE MOHABIR
I am a WealthTech and operations executive with 25+ years of experience modernizing investment operations for asset managers, wealth firms, and financial institutions. As Vice President leading CGI’s Wealth360 Suite and BPS Market Development, I help organizations reduce operational costs, strengthen resiliency, and accelerate digital transformation across the investment lifecycle.My work focuses on:• Designing scalable SaaS and BPS solutions that streamline fund accounting, transfer agency, financial planning, and portfolio management • Architecting operating models that improve data quality, reduce processing times, and enhance regulatory readiness • Leading cross‑functional teams to deliver automation, modernization, and measurable business outcomes I’m passionate about partnering with executives to solve complex challenges, reimagine legacy processes, and build future‑ready wealth and asset management capabilities.
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