Raj joined the Rothenberg Wealth Management Executive Team as Chief Operating Officer in December 2022. In this role, Raj is is responsible for overseeing and managing all aspects of firm operations across Canada, ensuring seamless and efficient functioning between departments and external stakeholders.

Before assuming the role of COO, Raj was a Wealth Management Associate at the firm’s Calgary branch from 2018 to 2022. During this time, he personally worked with CEO Robert Rothenberg and his portfolio of clients. Prior to RWM, Raj worked at CIBC as a financial services representative. His experience also includes business development and recruiting for another Canadian wealth management firm.

Raj is a Chartered Investment Manager (CIM®), a Fellow of the Canadian Securities Institute (FCSI®) and is licensed to trade options in most of Canada. He holds a Bachelor of Commerce (BCom) in International Business from the University of Victoria.