Rahim Somani

Rahim is a graduate from the University of Ottawa with an Honours Bachelor Commerce Degree in Finance & International Business, In addition to his formal education Rahim brings a vast array of business experience including an executive position with a private pharmaceutical company. Rahim has spent time as a Premier Banker with one of the world’s leading financial institutions, leading to a role as an Investment Advisor with a top Canadian firm. He specializes in all wealth management functions including portfolio design, retirement and educational planning, providing clients with a wide spectrum of investment products and services.

Contact:
I support these types of investment needs:

• Holistic Wealth Management
• Wealth Creation
• Comprehensive Financial Planning
• Legacy and Succession Planning
• Tax Planning
• Insurance Solutions
• Discretionary Investment Management
• Managed Portfolio Solutions
• Philanthropic Solutions

www.mywealthmanager.ca
rsomani@cgf.com
403.232.8428
800.818.4119 (Toll Free Canada)
Fax: 403.508.3823
https://www.linkedin.com/in/rahimsomani/

• Calgary