Gurpreet Sohi, CFA, CFP®
Toll Free: 1-800-665-1442
Email: Gurpreet Sohi
Gurpreet Sohi, CFA, CFP® has recently joined BMO Nesbitt Burns. Gurpreet had spent the past fifteen years at a subsidary of the Canadian Medical Association where he provided investment advisory and financial planning services to high net worth physicians and their families. He is very excited to help his clients build more customizable investment solutions to reach their investment goals. Gurpreet and his wife Sharan have a passion for travel and food. Their most recent adventures was hiking in Peru and South Africa is next on their bucket list.
Regional Market Leader, Healthcare Banking
Heather has been with BMO for 10 years providing solutions to the healthcare industry in BC. She has been a visible presence in the healthcare community through webinars, social media and guest lectures at UBC and is well known in healthcare industry circles.