Rana Investment Management provides comprehensive, independent wealth management for high net-worth clients, business owners, and healthcare professionals. No proprietary products. No bank mandates. Just advice built around your goals.
The products and expertise offered at Canada's largest institutions, delivered with the personal attention of a boutique firm.
We search for best-in-class investment options globally, recommending the most appropriate products, services, and experts based on your specific goals and objectives — not what's on a proprietary shelf.
We are completely independent. Not constrained by Big Bank policies and never locked in with proprietary products since we are not mandated to sell any. Every recommendation serves your interest first.
A full-service wealth management firm providing the products and expertise offered at the largest institutions in Canada with a boutique client experience tailored to your circumstances.
Our services start with learning about you. Investment options extend far beyond stocks and bonds, and we help with every area of your financial picture.
As experts in retirement planning, we bring together the various assumptions required to guide clients toward appropriate savings rates as they approach retirement, and spending rates when they are retired.
Maximizing your estate through tax minimization and building a plan to transfer assets to the next generation. Guidance around estate goals or building a trust to preserve a financial legacy.
Creating a plan to invest in your children's future. We build a strategy to address tuition fees, living expenses, and other costs related to post-secondary education.
Creating innovative strategies to minimize your overall taxes. We work with independent tax experts to implement wealth management tax strategies tailored to your situation.
Making sure you have the tools required to help you and your family minimize investment risk and minimize the risks from everyday life through comprehensive planning.
Insurance is part of any well-thought-out financial plan. Protecting assets through various life, disability, critical illness, and long-term care policies as part of a holistic approach.
Our holistic wealth management approach provides intelligent, high-impact financial solutions that minimize risk and maximize return on investment.
Understanding your specific needs and goals by gathering information about you, your family, and your business.
Assess and analyze your current situation and compare it to your financial goals.
Create specific recommendations to close the gap between where you are and where you want to be.
Document and present a personalized financial strategy to achieve your goals.
Implement your financial strategy while drawing on our expertise and network of professionals.
Tracking and reviewing your personal strategy on a regular basis through scheduled reviews.
Rana Investment Management is designed for clients whose financial needs go beyond basic investing.
Customized investment solutions for clients with complex portfolios, multi-generational wealth, and sophisticated planning needs.
Strategic guidance for business transition planning, tax optimization, and integrating personal and business financial goals.
Tailored wealth management for physicians and healthcare professionals with unique income structures and planning requirements.
Over 13 years in wealth management. Previously at ScotiaMcLeod — Scotia Wealth Management. MBA from University of Toronto — Rotman School of Management.
Haider has been in the wealth management industry for over 13 years. Prior to creating Rana Investment Management, he worked as a Wealth Advisor at ScotiaMcLeod — Scotia Wealth Management. As an industry veteran, Haider also held positions in Equity Research and Business Banking at two of the largest Canadian financial institutions.
Haider holds an MBA from the University of Toronto — Rotman School of Management and the CFP® designation, the most widely recognized financial planning designation in Canada.
MBA from University of Toronto — Rotman School of Management
CFP® — Certified Financial Planner designation
13+ years in wealth management, equity research, and business banking
Former Wealth Advisor at ScotiaMcLeod — Scotia Wealth Management
Rana Investment Management operates within a framework of established, regulated partners that ensure your assets are protected and your advisor is supported.
Promotes investor confidence by supporting independent-minded advisors. Founded on the belief that true independence means clients are free to choose platforms, products, and strategies without proprietary mandates.
A nationally integrated financial services company with over $130 billion in assets under administration, serving the wealth management needs of credit unions and independent financial organizations across Canada.
Regulated by the Canadian Investment Regulatory Organization (CIRO) and protected by the Canadian Investor Protection Fund (CIPF), ensuring industry-standard oversight and client asset protection.
Rana Investment Management is a full-service wealth management firm based in Toronto, providing independent financial advice to high net-worth clients, business owners, and healthcare professionals. Services include retirement planning, estate planning, tax minimization, education planning, and insurance.
The firm operates through Designed Securities Ltd., an independent investment dealer. Rana Investment Management is not constrained by Big Bank policies and is not mandated to sell proprietary products. Investment recommendations are based solely on what is most appropriate for each client's specific goals and objectives.
The firm serves high net-worth individuals, business owners, and healthcare professionals with complex and sophisticated financial needs. Each client receives customized investment solutions tailored to their unique circumstances.
Rana Investment Management uses a six-step process: Deep Discovery (understanding your needs), Analysis (assessing your current situation), Develop Recommendations (closing the gap), Presentation (documenting a personalized strategy), Implementation (executing the plan), and Monitor and Review (tracking through scheduled reviews).
The office is located at 55 York Street, Suite 802, Toronto, Ontario M5J 1R7, Canada. You can reach the firm by phone at 647.673.9059 or by email at hrana@designedsecurities.ca.
Haider Rana is the principal of Rana Investment Management. He holds an MBA from the University of Toronto Rotman School of Management and the CFP® designation. He has over 13 years of experience in wealth management, including prior roles at ScotiaMcLeod Scotia Wealth Management, equity research, and business banking at two of Canada's largest financial institutions.
Schedule a consultation to discuss your goals, your timeline, and how independent wealth management can work for you.