Sameer brings close to 15 years' experience in the financial planning and investment management to his role with RBC PH&N Investment Counsel.
Working closely with a select number of high-net-worth individuals, families, and corporations enables Sameer to develop a deep understanding of their financial circumstances, risk tolerance and investment objectives. He works closely with internal tax, estate, and financial planning specialists, along with his clients' existing advisors, in order to deliver them a truly comprehensive wealth management experience.
Sameer graduated from University of Pune with a Master of Business Administration. He is a Certified Financial Planner. He is also Chartered Financial Analyst (CFA) Charterholder, and a member of both the CFA Institute and Toronto CFA Society.
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