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With your goals always at the forefront, we use an adaptable, time-tested, and consistent process to help grow your wealth. In addition to the unparalleled global investment experience of our team, your portfolio is supported by the oversight of top analysts in and outside of RBC, and structured with your various financial considerations in mind.
– Moe Anwar
Investing is both art and science – and experience is invaluable in either. With decades of combined experience in the business of finance, Moe and his team have expertly navigated clients through good markets and bad, and always put the well-being of our clients first through personalized asset allocation.
A good Portfolio Manager should always be measured by their downside protection. With that in mind, we take into account your risk tolerance, invest for the long-term, diversify your investments to withstand market volatility, and yield steady growth with a reliable cash flow.
Discover – Strategize – Invest – Rebalance. It’s a disciplined cycle we live and breathe, and it’s one of our greatest distinctions as financial advisors. Holding the advanced credential of Portfolio Manager, Moe will discover your goals, design a personalized investment strategy, make ongoing investment decisions independent of our firm, and rebalance accordingly. Learn more about our detailed process here.
Trust is the cornerstone of everything we do, and we establish it through the long-term relationships we build with our clients. We earn your trust every day through complete transparency, open collaboration, and an unyielding commitment to helping you live your best life.
Your increasing financial success comes with increasing demands on your time. With Private Investment Management (PIM), RBC’s premium portfolio management offering, Moe acts as your personal portfolio manager to help you free up time and achieve your unique goals.
We begin our relationship by creating your customized Investment Policy Statement (IPS) – the standard by which we establish and measure our agreed-upon goals, risk tolerance, time horizon, income needs, asset allocation, and more.
With PIM, your approval is not required for every transaction. Instead, Moe can manage your portfolio by making day-to-day investment decisions aligned to your IPS on your behalf, enabling our team to respond appropriately to fluctuating market conditions.
Moe, Nico, and our extended team of RBC professionals are each respected and established experts in their financial field. With PIM, you have decades of combined industry experience in all aspects of wealth management and investing in your corner.
You can have peace of mind knowing that a world-class compliance team ensures all government and industry regulations for portfolio management are met, and that our own internal policies often exceed industry guidelines.
– Nico Attuil
Let us show you what a truly comprehensive wealth management plan can do for you.