Monty Rai

I am a born and raised Calgarian, I graduated from Mount Royal Unversity in 2009 with a Bachelor of Financial Sevices. I have a little dog named Winston whos 8. My parents are running a family wholesale business and I have a sister whos a real estate lawyer in BC.

I'm very involved in the community, mentoring students at Mount Royal and volunteering at One Voice Canada. Currenly I'm also a member of BNI Rocky Mountain Thunder.

In my career currently working in Financial Planning at Sunlife. My approach integrates life, health, and life insurance with savings and investment solutions for both individuals and corporations, ensuring a holistic financial well-being.

Drawing on my experiences in wealth management. I have honed my skills in tax and estate planning, consistently focusing on achieving long-term, risk-adjusted returns. I prioritize innovative strategies that empower our clients, whether they're planning for retirement or managing business succession, reinforcing our commitment to their success and financial resilience.