Tax-focused, Family Office Experience

 

At Rishi Raj Wealth Management, we understand the immense energy, time, and effort that has gone into building your wealth – and we want to help you protect it. Our team specializes in crafting comprehensive wealth management solutions for clients across Calgary and beyond, with a focus on long-term diversified portfolios and the tax-efficient distribution of income.

The Rishi Raj Wealth Management team.
The Rishi Raj Wealth Management team.

Our team

Experienced wealth management professionals with a passion for helping clients achieve their long-term financial goals.

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Two people looking at charts on a desk.
Two people looking at charts on a desk.

Our approach

Process-driven wealth management solutions backed by a financial plan and strengthened by in-depth tax strategies.

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A multigenerational family gathered around a table for dinner.
A multigenerational family gathered around a table for dinner.

Our clients

All-encompassing support tailored to the needs of business owners, lawyers, health professionals, foundations, and more.

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Two people looking out at the ocean from the bow of a sailboat.

A long-term view for your lifelong journey

 

Let’s work together to secure your financial future

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