Who We Work With
We are dedicated to helping affluent individuals, families, entrepreneurs, corporate executives, healthcare professionals, retirees and high-net-worth immigrants. Including investors who are looking to align their socially-conscious values and ethical beliefs with their investments.
Our clients often have unique and intricate financial situations that require comprehensive and sophisticated advice. My focus is to save them time, build sustainable wealth, simplify their life and provide peace of mind.
When choosing RBC Dominion Securities for building your wealth and legacy, the possibilities are endless.
Individuals and families
Whether your goal is to build wealth for your retirement, protect your family’s financial security or create an enduring legacy for future generations, we’re here to help you achieve your goals throughout your journey.
Entrepreneurs, Corporate Executives
As an entrepreneur and a corporate executive, life and business can become intertwined. Financial complexity is inevitable. We’re here to help you simplify this complexity with tailored solutions, so you can focus on growing and managing your business.
No matter what stage in your career, our approach to wealth management can help you reach your long-term goals and give you the confidence you’re making progress.
Whether you are already retired, or your retirement is on the horizon, we can help you build a plan that shows you the way forward. We follow a disciplined financial plan to make the most out of your retirement savings, maximize after-tax retirement income, and protect your financial security.
As a newcomer to Canada, we understand the special challenges high net worth immigrants face and the unique solutions they require. Establishing a household with the guidance of a professional investment advisor can make a vast difference. Whether you require assistance with transferring wealth to tax implications, we will be there with you throughout each step of your journey.
Investors looking for solutions based on their values and ethical beliefs
I specialize in aligning my clients' socially-conscious values and ethical beliefs with their investments. We implement a recognized methodology which screens out certain industries and measures financial ratios in building a customized solution so you won’t have to compromise on your values and portfolio performance.
Contact Sameer at 416.289.5672 or firstname.lastname@example.org to find out more about how we can help you build a values-based investment portfolio today!