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Gurpreet Sohi, CFA, CFP®

Portfolio Manager

Tel: 604-535-4331

Gurpreet Sohi, CFA, CFP®

1959, 152 Street
Suite 270
White Rock, BC
V4A 9E3

Contact Us

Gurpreet Sohi, CFA, CFP® 
Portfolio Manager

Tel: 604-535-4331
Fax: 604-535-4320
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.


Our Partners


Heather Yuzik, 
Regional Market Leader, Healthcare Banking

Tel: 604-665-2603

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.