With nearly 18 years of experience in financial planning and investment management, Sameer provides strategic guidance to high-net-worth individuals, families, and corporations. His personalized approach ensures a deep understanding of each client’s financial circumstances, risk tolerance, and long-term objectives.
By collaborating with RBC’s in-house tax, estate, and financial planning specialists—as well as his clients’ existing advisors—Sameer delivers a truly integrated wealth management experience. His goal is to provide clarity, confidence, and a disciplined investment strategy that aligns with his clients’ aspirations.
Sameer holds a Master of Business Administration from the University of Pune. He is a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA) Charterholder, as well as a proud member of both the CFA Institute and the Toronto CFA Society.
Contact me to learn more about our wealth planning solutions.
