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Raman Takhar, LLB, RIS

Mutual Fund Investment Specialist
Aviso Wealth

    Years of experience:  15+

    Service areas:  Surrey

    Languages:  English, Punjabi, Hindi & Urdu

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Learn more about my approach and relationship style with clients


I work closely with our members to reach their unique financial goals and plan for the future while covering topics that include:
I have more than 15 years of experience in financial services and am a certified Responsible Investment Specialist (RIS). In addition to my financial expertise, I also hold a law degree and my passion for financial literacy has driven me to publish educational articles and share my knowledge with members. I offer services in English, Punjabi, Hindi, and Urdu.

As a parent myself, I easily relate to the financial challenges and goals of other young families. I firmly believe that no one is too old or too young to learn how to make healthy financial decisions. Building meaningful long-term relationships with members is something I truly enjoy, with a focus on identifying and achieving their financial goals. Through regular meetings and ongoing communication, I strive to help members stay on track so they can achieve the successes they plan for.

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Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.