Suggested:

Kuljit Rakhra

CIM®
Senior Wealth Planning Associate, Staff AccountsClient Relationship Manager
krakhra@nicolawealth.com|236-706-5828

Overview

Kuljit Rakhra is a seasoned financial services professional with over 20 years of experience across banking and wealth management in both Canada and the U.S. His expertise spans product management, client strategy, and advisory support, working with individuals and institutions to deliver thoughtful, long-term financial solutions.

An entrepreneur at heart, Kuljit co-founded a sustainability-focused consumer brand, demonstrating his passion for blending business with purpose. He holds the Chartered Investment Manager (CIM) designation and is currently pursuing his Certified Financial Planner (CFP) designation along with insurance licensing to further enhance his ability to provide holistic wealth planning services.

Beyond his professional pursuits, Kuljit is deeply committed to values-driven leadership. He serves as Chair of the Board for Fairtrade Canada, having previously held roles as Vice-Chair and Treasurer. His work focuses on governance, strategic planning, and advancing ethical trade practices that promote equity and sustainability on both local and global scales.

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