Professionally, Monty works in Financial Planning at Sun Life. His approach integrates life and health insurance with savings and investment solutions for both individuals and corporations, ensuring a holistic approach to financial well-being. Drawing on his extensive experience in wealth management, he has developed expertise in tax and estate planning, consistently focusing on achieving long-term, risk-adjusted returns. Monty prioritizes innovative strategies that empower clients, whether they are planning for retirement or managing business succession, reinforcing his commitment to their success and financial resilience.

Monty Rai is a born and raised Calgarian who graduated from Mount Royal University in 2009 with a Bachelor of Financial Services. He has a small dog named Winston, who is eight years old. His parents run a family wholesale business, and he has a sister who is a real estate lawyer in British Columbia.

Monty is actively involved in the community, mentoring students at Mount Royal University and volunteering with One Voice Canada.