Anthony Carter, CFA

Vice-President & Portfolio Manager

416-960-6120 | Email me

As an investment advisor for over 25 years, Anthony's experience has helped guide his clients through many major milestones. He understands the importance of balancing wealth for today and the future. 

Anthony began his investment career in 1993 after graduating from the University of Western Ontario with a degree in history. In 2003, Anthony received the right to use the Chartered Financial Analyst (CFA) designation. In his commitment to professional development, he has passed the licensing requirements for both options and insurance solutions.

Anthony is a proud Maritimer and was born in Saint John, New Brunswick. Anthony now lives in Deer Park with his wife, two children, two step children, and a dog. He enjoys traveling, skiing and hiking.

Darrin Zweig, CIM, FCSI

Vice-President & Portfolio Manager

416-960-6254 | Email me

Darrin is proud of his focus on transparency and risk-adjusted returns. His experience as an investment advisor spans over 25 years, and Darrin has had the pleasure of maintaining accounts for many of his clients from early in his career.

Darrin’s investment career began in 1993, after graduating from McGill University, with a degree in economics. He has since earned the Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations. He also holds both an options license and insurance license.

Born and raised in Montreal, he now lives in North Toronto with his wife and two teenage children. When Darrin is not driving his kids to various activities, he enjoys wine and travelling.

Arnaz Rashid, FMA

Senior Associate

416-960-6118 | Email me

Arnaz’s dedication to our clients is paramount, and she prides herself on the ability to provide superior client service in a timely and professional manner. In addition to completing all day-to-day administrative tasks, Arnaz is fully licensed to place trades.

She is a longstanding member of the team, having been with Darrin and Anthony since April 1999. She is a graduate of University of Toronto, with a combined degree in Economics and Political Science, and also obtained the professional designation of Financial Management Advisor (FMA).

Arnaz is married and lives with her husband and young son in Markham. She is an avid Toronto FC soccer fan, enjoys travelling and spending time with her family.

Simon Jones

Associate

416-960-4245 | Email me

Simon offers an additional set of eyes to your portfolio; he works closely with Anthony and Darrin to identify opportunities to improve portfolio construction. He also creates financial projections for clients, and is licensed to place trades.

Prior to joining the team, Simon worked as an Investment Services Representative at RBC Direct Investing and spent time with the Fixed Income Portfolio Advisory Group. Simon graduated from St. Francis Xavier University in 2017 with a degree in finance and has completed all three levels of the CFA program.

A native of Calgary, Simon now lives in the heart of Toronto with his girlfriend where they can be found exploring record shops or cycling along the coast of Lake Ontario.

Our Partners 

The RBC Wealth Management Services team works closely with us to provide strategies to help reduce your taxes, plan for your retirement and protect your legacy.

 

We will also coordinate with your existing advisors, alongside our team of experts to allow you to achieve a comprehensive plan. By doing this, we will be one point of contact, taking out the stress and time of dealing with various professionals.