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    BMO Specialist portrait image. Your local Private Wealth specialist in Montréal, QC

    Rani Baroud
    B.A.A., Pl. Fin.
    Investment Advisor, Financial Planner BMO Nesbitt Burns


    Address

    2005 Rue Peel
    Montréal, QC H3A 1T7

    Languages

    • English
    • French,Arabic

    My Background

    Rani is first and foremost a proud father of twin girls. He and his wife Lara, care deeply about spending enough time with them and passing on their family values. Rani graduated from ESG-UQÀM with a Bachelor’s in Finance and went on to complete the Financial Planner (IQPF) designation. Throughout his 10 plus years with BMO Financial Group he has won multiple awards, some of the most notable are "Top 40 under 40 by the Investment Industry Association of Canada" and "One of Canada’s Top Wealth Advisors — Top in Province by the Globe in Mail". He has also held various positions of increasing responsibility, all of which have given him substantial experience in multiple areas of finance such as lending, commercial banking and estate settling. He currently specializes in wealth management and uses a holistic approach to identify the needs of his clients and prepare portfolios accordingly. He confers with tax specialists to implement financial plans with optimal tax outcomes. Rani believes trust, transparency and knowledge are all key for successful wealth management. He is a firm believer in providing an integrative experience, making things simple for his clients.

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    BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

    ®Registered trademark of Bank of Montreal, used under license.

    Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.