Razi joined the firm in 2015 through the acquisition of Lake Country Wealth Management where he started in 2014. Prior to joining Lake Country Wealth Management, Razi worked as an account representative with EGL USA and as an associate account manager with B&H Photo Video. Continuing to work with clients and deliver high levels of service, he served as a Client Relationship Manager when he joined Lake Country Wealth Management, working day-to-day help them achieve their financial objectives. Now an Advisor, he engages with clients to develop strategies that work best for them.

Previous Experience

  • Client Relationship Manager at Lake Country Wealth Management
  • Associate Account Manager at B&H Photo Video
  • Account Representative at EGL USA
  • Research Assistant/Staff Assistant at Nishma

Education & Credentials

  • BA, York University, Economics, summa cum laude
  • Certified Financial Planner

 

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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