JT Rai

"I take the time to understand each client’s current and future needs and provide holistic, sound and unbiased advice to their overall benefit with their goals in mind."

JT provides unbiased and sound financial advice to better his clients’ financial health and long-term financial well-being. He takes a holistic and client-first approach to financial advice, spending time to understand what his clients’ current and long-term financial needs are.

Since starting his financial services career in 2013, JT has obtained his Certified Financial Planner® (CFP) designation. He advises clients on investment planning, retirement planning, debt pay down strategies, estate planning and more. He also believes in helping clients improve their overall financial literacy, offering advice and information to help them make better-informed financial decisions.

JT will work with you to develop your comprehensive LifeSpring® financial plan – a blueprint for building and maintaining a strong financial foundation. This useful financial tool provides an in-depth analysis of your financial position, goals, anticipated needs and future income, integrating all aspects of your financial picture including investments, estate planning and business banking where applicable.

Learn more about the value of working with a financial advisor.