Rana is a Wealth Advisor, Portfolio Manager and Chartered Investment Manager, who actively manages discretionary portfolios developed through investment strategies, asset allocations and individual stock selections. Her experience in the portfolio management arena established by working as the right hand of one of Canada’s top rated veteran portfolio managers for nearly a decade. She combines experience of both old school and new school, bridging the gap between generations. Rana utilizes her extensive experience in financial services offering an engagement with clients that considers a holistic approach to total wealth management.
Rana is tenacious and competitive in nature but is guided with her nurturing and empathetic qualities. Her big picture outlook together with her analytical skills are fundamental to her money management process. Her keen sense of active listening she focuses in to understand her client’s needs and delivers wealth management strategies.
She is a mother of a teenage son who is active in school and the community with various sports teams. Their family includes their fur baby, an Australian Labradoodle. Rana has given back to her community where she coached basketball at the local high school for many years. She enjoys the outdoors and soaks in the beautiful west coast though biking, hiking and snowboarding.