Ali works with select business owners, families, and institutions for whom he takes on the Outsourced Chief Investment Officer 'OCIO' function. Additionally, he coordinates with colleagues from RBC's high-net-worth channels to provide clients with a "family office" experience for complete peace of mind.
What's included in a wealth management strategy?
| Professional investment management | Comprehensive financial planning | Tax planning |
| Will and estate planning | Charitable giving and philanthropy | Optimizing business wealth |
| Financial literacy | Credit and lending solutions | Retirement income planning |
| Risk management | Legacy planning | Group pensions and retirement savings plans |
| Insurance solutions | Coordinating everyday banking needs | Multi-generational support |
Clients benefit from Ali's strong knowledge of the financial landscape, which he gained as an Investment Banking Analyst covering the banking and asset management sectors at Morgan Stanley's New York office. Here he worked on a cumulative US$7+ billion in mergers, acquisitions, key financing transactions, and a memorable hostile takeover defense campaign.
Previously, Ali also worked for the International Finance Corporation, the private investment arm of the United Nations' World Bank agency. Here he helped lead private equity investments in 11 different emerging markets, including an investment in Liberia's cocoa industry, which played a notable part in the country's post-Ebola recovery efforts.
Ali graduated with distinction from the Richard Ivey School of Business, and is a past contributor for the Globe and Mail / Globe Money. He lives with his fiancé in Toronto, and in his downtime can be found in the crossfit gym, volunteering at the Ontario Vipassana Meditation Centre, or supporting the Toronto Raptors.
