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At Anwar Wealth Partners, every member of our team is uniquely qualified and diversely experienced, enabling us to deliver unparalleled wealth services to our clients. We remain close knit by celebrating our differences and encourage each member to utilize their far-reaching skills to meet our clients’ every need, every time.
Senior Portfolio Manager & Wealth Advisor
Moe offers an in-depth knowledge of financial strategies for business owners through his specialized background in personalized wealth management solutions. He leads an extended network of specialists and resources at RBC Dominion Securities, which delivers comprehensive solutions for his clients.
Moe has spent more than 18 years serving high-net-worth investors and their families. He joined the wealth management industry in 2003 after a successful career in tech and software startups as a business venture, where he saw the challenges owners face and the important role wealth management plays while running a business.
Moe has attained two of the top designations available to financial advisors, including Chartered Investment Manager (CIM®) and Financial Management Advisor (FMA). He has also been designated a Fellow of the Canadian Securities Institute (FCSI®), which is reserved for those who have met the most exacting standards for industry experience and advanced education. Showing his commitment to continuing education, Moe also recently completed the Advanced Finance Program from the Wharton business school of the University of Pennsylvania.
As an active member of the business community, Moe has a passion for creating opportunities for others through new introductions. He led a business delegation to the UAE in 2013, along with the city of Markham, and is one of the founding members of the Markham Stouffville Hospital’s Young Leaders Program, which has raised over $250,000 for the hospital. In his free time, Moe enjoys playing golf, reading, and spending time with his family.
Associate Investment Advisor
Born, raised, and educated in Paris, Nico moved to New York City and worked on Wall Street as an equity derivatives sales trader for several years. Moving to Toronto in 2014 to raise his family, he joined RBC Dominion Securities and today serves as Moe’s right-hand man, focusing on delivering world-class Private Investment Management services to our clients.
Pairing his extensive work experience with a degree in economics from La Sorbonne and an MBA in finance from the Paris Graduate School of Management, Nico is uniquely equipped to analyze capital markets, build discretionary investment platforms, and design automated tools for the benefit of our clients. But for Nico, it isn’t just about the incredible services he provides. “It’s also about the people I get to build relationships with,” he says, “and working alongside a team with a mission and discipline I believe in.”
As a native Parisian, Nico is fluent in French and English and enjoys using both languages on the job. He is happily married and has four lovely daughters, and he enjoys staying active in his community and playing soccer in his spare time.
Associate Wealth Advisor
Sandra has been providing financial planning advice as a Certified Financial Planner (CFP@) for over 23 years. She has also obtained her Life Insurance designation and Estate and Trust badge. By working in the financial services industry for over 30 years, she strives to have the expertise and resources required by clients to guide them in their evolving life journeys. “Planning is ongoing and critical to helping people meet their financial goals,” she says. “I use many resources to simplify the complexities our clients are currently facing.”
She joined the team to support clients with financial planning solutions and oversees the wealth management process as a liaison with our estate and insurance specialists. Sandra employs an all-encompassing wealth management strategy to help ensure your family is protected and provided for, no matter what life puts in your path.
Sandra spends her free time with her husband and two adult children, Ally and Tristan, with an honourable mention to pup Sophie. She looks forward to more “colourful” dialogues between her son and daughter, family vacations, and weekend cook-offs. She believes once you have the comfort that your family and future generations are taken care of, that is the measure of success.
Business Development
Extensively experienced in a wide range of senior positions across RBC as a whole, Imtiaz now serves as a key member of our team with a focus on business development, supporting Moe in all opportunities to improve the services we provide for our range of clients.
Equipped with a Bachelor of Commerce (Honours) degree from India, Imtiaz left his hometown in 1980 to work in banking in the U.K. and in Africa for over seven years, serving in various positions. Immigrating to Canada in 1988, Imtiaz then joined RBC Royal Bank in Toronto. For over 32 years since then, Imtiaz has worked in small business, commercial banking, corporate banking, and strategy, serving in many senior roles. These include Director, South Asian Markets, National Director, Cultural Markets, and Vice-President, South Asian and Middle Eastern Markets, where he was responsible for strategy development, segment management, marketing, and business development in the Greater Toronto Area.
After having retired from RBC Royal Bank in 2021, Imtiaz transitioned to RBC Wealth Management, joining our team to focus on relationship management and business development.
Senior Associate
ith diversified experience in customer service, sales, promotion, and administration, Gemma is the organizational mastermind behind the team at Anwar Wealth Partners.
Prior to joining the team, Gemma earned a Bachelor of Science degree in business administration and a postgraduate certificate in management and financial services. She is highly skilled in detail-oriented written and oral communication, empowering her to build meaningful relationships with clients as a first point of contact. She is dedicated to providing the highest quality of service, and works closely with Moe to fulfill our clients’ day-to-day needs.
Committed to honing her skills, Gemma has completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH) Course from the Canadian Securities Institute, and approaches every client request with the utmost professionalism each and every day.
Associate
Mary graduated from the University of Toronto – Rotman School of Management with a Bachelor of Commerce degree. She started her career in banking and wealth management in 2012.
With over 10 years of experience in the industry, Mary demonstrates a keen ability to manage diverse administrative tasks and offers top-tier client service. She also has a extensive experience supporting the day-to-day trading administrations for our PIM trading platform. Committed to her role, she has completed the Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH) and Wealth Management Essentials Course (WME) from the Canadian Securities Institute.
In her spare time, Mary enjoys photography, travelling and spending time with her family.
