Omar Shash, MBA, CIM

Portfolio Manager

514-878-7952 | Email me
514-878-7515 | LinkedIn

As a Portfolio Manager, Omar’s core focus is to help you protect and enhance your wealth from every angle. He takes an approach that extends beyond investment management, encompassing financial planning, private banking, estate planning and insurance solutions through his RBC partners. Coordinating a total wealth strategy with the specialists in these areas, Omar’s services are designed to manage the complex needs of high-net-worth individuals, families and private corporations. 

Fluent in English, French, Arabic and German, and well-versed in the cross-border issues that can affect global investors, Omar assists clients from all over the world. He brings over a decade of experience in the financial services industry to his role, and the cornerstone of his practice has always been the strong, long-term relationships he builds with clients. In his mind, these relationships and his in-depth understanding of individual client needs are key to a successful wealth strategy. Every piece of advice he provides is given with your goals, priorities and circumstances in mind.

Omar is passionate about financial literacy. A McGill MBA Ambassador, he teaches finance at McGill University and acts as mentor to undergraduate students at Concordia University.

Omar holds a bachelor’s degree in finance with honours from the John Molson School of Business, Concordia University. He has also obtained a Graduate Certificate in Entrepreneurship and a Master of Business Administration (MBA) degree from McGill University. Omar also obtained his CIM® Chartered Investment Manager designation from the Canadian Securities Institute. 

Daniela Ionela Sandu, CIWM, F.Pl.

Associate Investment Advisor

514-874-1085 | Email me

Kseniya Balabolava

Administrative Assistant

514-560-8081 | Email me

Our Extended Team of Specialists

Our extended team of specialists includes certified, experienced lawyers, insurance specialists, financial planners with accounting backgrounds, private bankers and experts in business succession and offshore planning. This dynamic team will help you manage and execute all facets of your financial health, and is available to our clients who meet or exceed established thresholds.

Karen Loupelle, F.Pl.

Financial Planning Specialist, RBC Wealth Management


Shan-Shan Chua, CPA, CGA, D.Tax, F.Pl.

Financial Planning Specialist, RBC Wealth Management


Michael Neudorf, LL.B

Will & Estate Consultant, RBC Wealth Management


Joseph Di Niro, LL.B, D.D.N.

Will & Estate Consultant, RBC Wealth Management


Frédéric Morin

Senior Trust Advisor, RBC Royal Trust


Ana Gocevska, BA

Financial Security Advisor, RBC Wealth Management Financial Services Inc.


Noel Bonnici, FCIA, FSA

Vice-President & Financial Security Advisor, RBC Wealth Management Financial Services Inc.


Daniel C. Duchesne, CLU, MBA, F.Pl.

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Soha Morsi

Private Banker, RBC Royal Bank


Araz Jaroudi

Private Banker, RBC Royal Bank


Carrie Tse

Premier Banking Advisor, RBC Royal Bank


Simon Poudrier

Premier Banking Advisor, RBC Royal Bank


Vincent Compagnion

Premier Banking Advisor, RBC Royal Bank


Contact Us

If you are seeking comprehensive wealth management, we would be pleased to discuss how we can help you achieve your goals.

Please contact us at 514-878-7952

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