Putting your family first.

Ali's career was launched on Wall Street, where he worked on investment banking deals that shape some of the biggest companies in the world today. But his experience working closely with high net worth families taught him early on that an effective wealth management strategy is about much more than picking investments.

It's about freedom, preservation, and harmony. 

Ali's clients are multigenerational families that have worked hard to build what they have – and they know that planning ahead is necessary to avoid costly mistakes. 

They enjoy having:

01 | A first class investment strategy

Peace of mind knowing that their advisor is utilizing extensive experience and education to build and manage a unique portfolio of assets that reflect their values and worldview. 

02 | A trusted relationship

A meaningful relationship with Ali based upon mutual respect and his commitment to understanding their financial concerns. 

03 | A family wealth plan

The comprehensive wealth management services provided by his team at RBC Dominion Securities, Canada’s dominant wealth management firm, which are utilized when creating a wealth plan to achieve important goals in life, such as planning for retirement and protecting their legacy for future generations.

04 | Continuous education

A commitment from Ali to continuous financial education. This includes educating his clients about the wealth management process, tax strategies, and how he is working to preserve and grow their capital in different market environments.

If you would like more information or would like a complementary review of your current investment portfolio, click here.

Getting started

The creation, preservation, and transfer of wealth is a complex process that requires a meticulous attention to detail. My job is to bring my clients clarity and guidance every step of that long journey. 

- Ali Artani, CFP, CIM

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