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Your financial health matters. We're here for you. 

Gurpreet Sohi, CFA, CFP®

Portfolio Manager

Tel: 604-535-4331

Gurpreet Sohi, CFA, CFP®

Address
1959, 152 Street
Suite 270
White Rock, BC
V4A 9E3
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Wealth Management for healthcare practitioners

My team and I specialize in advising physicians, specialists, residents and other healthcare providers at every stage of their medical careers. With long hours, busy schedules and the other extreme demands of your profession, you need even your most complex financial affairs to be as streamlined and simplified as possible.
 
We offer experienced, integrated wealth management advice to help you set down plans to pay down debt, maximize your income stream, plan wisely for retirement, and enjoy the wealth you’ve worked long and hard to achieve.
 
Together with my expert partners at BMO Private Wealth, I offer:
 


Leading Investment Strategy

In-house portfolio research teams provide coverage of global markets and construct efficient portfolios

 


Comprehensive Wealth Planning

Our Wealth Management Consultants come from a variety of disciplines and provide assistance with complex issues when developing your wealth management plan

                                   

Incorporation

Expert advice how to manage both your personal and business finances with a coordinated approach so that you get the most out of incorporating your professional practice. 


Tax and Estate Planning

Qualified and experienced in-house tax and legal expertise to help identify opportunities to reduce taxes and provide for the tax efficient and orderly transition of your estate


Banking and Lending

Dedicated Private Bankers focus on proactive banking and lending solutions to address your specific needs


Insurance Planning

Dedicated insurance specialists assist with strategies that complement your overall wealth strategy and provide asset protection