Raj Arora, CFA

Portfolio Manager

Managing the investment portfolios – through bull and bear markets, for high-net-worth individuals, families, and businesses, in Canada and worldwide – is what Raj does passionately!

With an equally unique and systematic approach that honed over twenty-plus years, Raj deploys a distinctive combination of fundamental and quantitative analysis to pinpoint market sectors and high-quality stocks with a promising investment outlook in the mid to long term. Volatility in the market means opportunity and advantage. Depending on each client’s situation and comfort with risk, Raj personalizes the investment strategy and asset allocation across equities and fixed income in the well-diversified portfolios.

Raj’s love for investing in stocks began as a kid in grade school. He earned his bachelor’s in engineering from the world-renowned Indian Institute of Technology (IIT) and his master’s in management from the Missouri University of Science and Technology. Raj has explored artificial intelligence, robotics, electric vehicles, and genomics. He digs deep into futuristic trends which shape business transformation globally.

Married for twenty-six years and a grateful father of two, Raj enjoys outdoors, camping and nature-walks immensely.  Years earlier, he nearly struck the Guinness Book of World Records by holding his newborn baby while muddling through his CFA charter examinations.