As a Wealth Advisor, Rao Movva has a commitment to add financial value to his clients.
Rao has gained his life and work experiences in two different continents, on the stock exchange floor and through financial planning, retail and private banking platforms. With his business acumen developed throughout many facets of the financial sphere and his client relations, Rao understands the unique situation of each high net worth and ultra-high net worth client. Rao works collaboratively with private clients, their advisors, and both internal (TD) and external specialists to achieve his clients' financial goals.
Besides being in the financial service industry for over 20 years, Rao has continued his education and achieved several designations, including Financial Management Advisor (FMA), Personal Financial Planner (PFP), Canadian Investment Manager (CIM), Canadian International Wealth Manager (CIWM), and Fellow of Canadian Securities Institute (FCSI) from the Canadian Securities Institute. In addition, Rao has completed a Bachelor's Degree in Social Sciences (B.A.) and a Bachelor's Degree in Law (LL.B.).
Rao takes a disciplined approach to understand what matters most to his clients and is able to lead a team of wealth professionals to provide comprehensive financial planning and advice on - but not limited to - the following:
- Retirement Planning
- Investment Management
- Credit Solutions for both personal and commercial needs
- Private and Cross-Border Banking
- Will/Estate/Trust/Tax Planning
- Foreign Exchange Hedging
- Wealth and Income Protection Strategies
- Philanthropy via Private Giving Foundations
Ideal clients include:
- Business owners, executives, professionals (e.g. doctors, lawyers, chartered accountants)
- Affluent families and individuals seeking Tax/Estate/Retirement Planning advice with investable assets
A resident of Etobicoke, Rao is actively involved in many charitable causes within the community. When Rao has a spare moment, he likes to travel, play tennis, jog along the lake shore, and enjoy family road trips.
Rao is an experienced financial services professional and will work with you every step of the way to help you progress towards achieving the goals and dreams you and your family share for your work, career, well-being, home, lifestyle and legacy.
Helping you achieve your vision of success
We know how important it is to build your wealth so you can enjoy life’s priorities and achieve your vision for the future. Working together we can develop innovative strategies to help grow your net worth by identifying which credit strategies and investment solutions match your current lifestyle and needs. Our team of professionals can work with you to develop an effective plan to help you make your vision a reality.
You’ve worked hard to accumulate your wealth and we want to help you to make the most of it. Working closely with you and your tax advisors, we’ll create an integrated wealth strategy that will structure your investment portfolio to help reduce tax exposure and keep income available as and when you need it.
Life is filled with uncertainty and that’s why we’re committed to delivering advice and solutions to help protect the things you value at every life stage. Whether through comprehensive risk strategies or connecting you with a specialist in trusts, estates and other risk mitigation products, we’ve got the expertise to create a comprehensive plan that’s right for you.
You are the architect of your legacy and we can help you with the blueprint. We’ll collaborate with you to identify your top priorities, from estate planning and trusts to gifting and philanthropy. Our goal? To help you optimize the transfer of your wealth.