Portfolio Manager
Investments and Insurance
​Accessibility
Designed Wealth Management recognizes its obligations regarding accessible customer service under the Accessibility for Ontarians with Disabilities Act, 2005 and similar applicable accessibility legislation in other Canadian jurisdictions. We strive to provide our services and information in a way that is accessible to all and want to ensure access to our information is an equal opportunity for all people.
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Achieving Accessibility
We are committed to welcoming people of all abilities, which includes welcoming of service animals, recognition and accommodation of assistive devices, inclusion of personal support people, and by providing access to information or services in an alternative format where the original content is not accessible.
We value inclusion and train our employees to embody this as a core value, and we seek regular feedback when making policy changes or updates either due to legislative updates, or due to the evolution of our business.
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Who We Help
At Raj Arora, CFA, we work with individuals, families, and businesses who are looking to grow their wealth through smart investments. Our clients come from all walks of life and have different investment goals, but they all share a common desire to achieve financial success.
How We Do It
Our investment approach is based on in-depth research and analysis. We take the time to understand your unique needs and risk tolerance, and then create a customized investment plan that aligns with your goals. We believe in diversification and aim to create a portfolio that balances risk and reward. We also provide regular updates and communication to keep you informed about your investments.
What's in It for You
By working with Raj Arora, CFA, you can benefit from our decades of experience and expertise in the investment industry. We can help you navigate the complexities of the financial markets and create a portfolio that is tailored to your needs. Our goal is to help you achieve financial success and peace of mind, knowing that your investments are in good hands.