Daniel Tremblay - Raymond James

Tipu Chughtai, CFA, is an experienced Investment Advisor at Raymond James in Montreal, specializing in comprehensive financial planning strategies for high-net-worth families, businesses, and foundations. With over 20 years in the financial services industry, he emphasizes holistic planning and tax reduction strategies to maximize clients' net results. A graduate of McGill University with a Bachelor of Arts in Economics and a graduate diploma in Accounting, Tipu is a Chartered Financial Analyst (CFA), recognized for his expertise in advanced portfolio management and ethical conduct. His team at Raymond James is committed to providing seasoned guidance and resources to help clients achieve their financial goals effectively. Generated from the website

Mitchell Rosenberg - Raymond James in Montréal, QC, focuses on providing holistic wealth management services that prioritize clients' personal values and financial goals. With a commitment to understanding each client's unique life story, the firm offers tailored investment strategies and cross-border financial services to ensure comfort and security in their financial futures. Led by Mitchell Rosenberg, a seasoned Investment Advisor and Portfolio Manager, the team includes dedicated professionals like Dixie Du, who bring extensive expertise in wealth management. Together, they leverage their knowledge and resources to help clients navigate the complexities of investing and achieve their financial objectives. Generated from the website

Terry Cripotos is a seasoned Investment Advisor with 38 years of experience, specializing in fundamental and technical analysis to effectively manage client portfolios. As a conservative investor, he also utilizes options to generate income and hedge positions, ensuring a comprehensive approach to financial management. Affiliated with Raymond James, one of North America's largest independent financial services firms, Terry Cripotos and his team leverage their extensive industry knowledge to help clients achieve their financial goals. Established in 1962, Raymond James is recognized for its commitment to providing trusted and comprehensive guidance tailored to individual needs. Generated from the website