Meet our Team

Sameer Azam, CIM

Investment Advisor

416-873-9356 | LinkedIn

With over 14 years of experience in the Wealth Management industry, I have determined that there is no quick route to financial success. It takes hard work, commitment, and dedication to a plan. This is where my passion, expertise, and in-depth financial knowledge can benefit you!

I firmly believe that you should have a trusted advisor throughout all of your important life transitions. Utilizing knowledge through my education and experience, I offer a personalized holistic and comprehensive approach that integrates sound financial planning, efficient tax structuring and multi-faceted investment management that translates into unrelenting focus on your success. Moreover, to ensure a coordinated overall strategy, we work with your bank, accountants, and legal advisors with your approval. If you require an introduction, I will be glad to offer you access to our extensive network of professionals.

Being an Investment Advisor with the leading wealth management firm in Canada, I am confident in my ability to go above and beyond investment advice to address the wide range of concerns related to our clients’ financial and life goals.

My areas of specialties include:

Wealth Management
Portfolio Analysis and Construction
Investment and Retirement Income Planning
Tax Minimization Planning
Estate Planning
Sustainable, Responsible and Ethical Investing
Charitable Giving Structuring

I serve sophisticated wealth management strategies to entrepreneurs, health care professionals, corporate executives, retirees and high net worth immigrants. Including investors who are looking to align their socially-conscious values and ethical beliefs with their investments.

I hold a Chartered Investment Manager (CIM) designation that provides me with an academic framework to construct high-level investment strategies tailored to my clients while also considering their practical application. I am also an active member of the Responsible Investment Association of Canada (RIA). The RIA is Canada’s membership association for Responsible Investment (RI) which promotes the practice of responsible investing and positive societal impact in Canada.

My goal is to simplify your life and help you achieve peace of mind. It would be my pleasure to meet with you over a cup of coffee and offer a complimentary second opinion on your current investment portfolio and financial plan.

I currently reside in Oakville with my wife and two beautiful daughters. In my spare time, you can find me at local community events, playing soccer, and spending time with my family.

Extended Wealth Management Team

A team approach to professional wealth management

The RBC Wealth Management Services team works closely with us to provide strategies to help reduce your taxes, plan for your retirement and protect your legacy.

With over 200 highly accredited tax, legal and financial professionals, the industry-leading RBC Wealth Management Services team helps us provide the integrated wealth management solutions you would normally only expect to find at a family office acting for Canada's wealthiest families.

From comprehensive financial plans to guidance on complex tax and legal issues, this team of highly skilled specialists helps us create an integrated family wealth management strategy, which can be implemented in coordination with your existing tax and legal advisors.

Abby Kassar, CPA, CA, CFP®, TEP

Vice-President, High Net Worth Planning Services, RBC Wealth Management

Abby specializes in tax and estate planning for high-net-worth and ultra-high-net-worth families.

Her guidance supports clients in their relationships with their external professional advisors, with whom she frequently interacts.

Prior to joining High Net Worth Planning Services, Abby provided tax, retirement, estate and financial planning advice to RBC advisors and their clients. She has written articles on various topics including charitable donations, executive compensation, tax planning and retirement planning.

Prior to joining RBC, Abby worked in a medium sized accounting firm assisting business executives and high net worth clients with their tax planning and estate planning. She worked closely with owner-manager shareholders to assess and recommend the best tax planning strategies, the best corporate structure and the most suitable succession plan.

Abby is a Chartered Accountant and has a Bachelor in Economics and Commerce from the University of Toronto. She completed the In-Depth tax courses I and II and the Canadian Securities Course. She is also a Registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP) and has obtained the STEP Advanced Certificate in Family Business Advising. Abby is also a Certified Financial Planner (CFP).

Rebecca Henri, CFP®, TEP

Financial Planning Specialist, RBC Wealth Management

Rebecca has been working in a financial planning capacity since 1999 and brings to her role much care in helping clients meet their goals. She has a Bachelor of Arts Honours degree from Trent University and has maintained an ongoing commitment to continued learning in the areas of tax, estate and business owner planning.

Rebecca holds the Certified Financial Planner designation from the Financial Planning Standards Council of Canada and has completed the Professional Financial Planner and Canadian Securities Courses. She is registered as a Full Life Agent with the Financial Services Commission of Ontario and is a member of the Society of Trust and Estate Practitioners. Rebecca has also taught retirement planning at George Brown College in Toronto.

Rebecca works extensively with high net worth clients including business owners, executives and professionals and has considerable expertise with more advanced tax and estate planning strategies.

Ariel-Charles Guigui, B. Admin, LL.B, TEP

Vice-President & Will & Estate Consultant, RBC Wealth Management

Ariel graduated from the University of Ottawa with a degree in Business Administration in 1992, and from the Faculty of Law in 1994 where he served on the editorial board of the Law Review.

He was called to the Ontario Bar in 1996. Prior to joining RBC, Ariel spent 5 years teaching Real Estate Law and Estate Law at La Cité Collégiale in Ottawa. For the previous 12 years, Ariel held several positions at a major trust company, culminating in the role of Trust Manager.

Ariel is a member in good standing of the Law Society of Upper Canada, and the Society of Trust and Estate Practitioners (Canadian chapter). His significant practical experience in estate planning and administration allows him to offer valuable guidance during the creation of your estate plan.