Richard M. Hart - Raymond James

Daniel Tremblay - Raymond James is a financial services firm based in Montréal, QC. Specializing in investment management and financial planning, the company offers personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, Daniel Tremblay - Raymond James strives to help individuals and businesses make informed decisions about their finances. Generated from their business information

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