Rani Baroud
B.A.A., Pl. Fin.

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.