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Senior Portfolio Manager
With over 30 years in the investment industry, Louis offers an objective view of today’s increasingly complex markets. His breadth of experience in areas including investment management, risk management, and estate planning helps him provide comprehensive wealth management solutions for his clients.
By getting to know you and your unique needs and circumstances, Louis and his team bring clarity and confidence to investment planning. He is passionate about helping his clients reach their goals, and they appreciate his trustworthiness, accessibility, and commitment to quality services.
As a Senior Portfolio Manager, Louis has successfully guided a diverse range of high-net-worth clients through various market cycles, ensuring they benefit from informed investment decisions and optimized portfolios. He empowers clients through collaboration, sound advice and financial education. He graduated from McGill University with a Bachelor of Arts.
Louis strongly believes in giving back to his community. He supports the Kerr Street Mission in Oakville and has organized golf tournaments to raise money for the Canadian Diabetes Association.
Associate
Wasif joined RBC Dominion Securities in 2022 to embark on a new step in his career in the finance industry. Prior to joining Louis’s team, he honed his financial acumen working with a multinational insurance company in Australia. With a strong analytical mindset and a passion for delivering exceptional client service, Wasif helps clients throughout the wealth management process.
In his role, Wasif focuses on creating an optimal client experience, including answering their queries promptly, executing transactions efficiently, and anticipating their needs. He is fully licensed to trade equities and fixed income instruments.
Dedicated to learning, Wasif has completed the Canadian Securities Course (CSC) and the Conducts and Practices Handbook Course (CPH) and is continuing with advanced industry coursework through the Canadian Securities Institute. He also holds a Bachelor of Business with a double major in Finance and Economics from RMIT University in Australia.
After living in Australia for ten years, Wasif moved to Milton in 2021. He speaks English, Urdu, and Punjabi. Outside of the office, he spends quality time with his wife and family – including their cat, Belle – and enjoys hiking and camping. He also regularly participates in Jiu-Jitsu and kickboxing training.
