With over 22 years’ experience in the Financial Services Industry (14 years as a Financial Planner with RBC Royal Bank) in the Tri-Cities and Maple Ridge area, Sameer has successfully helped guide clients through the wealth management process. He uses a collaborative approach, working closely with clients to identify and implement the appropriate financial planning strategies and investment solutions.
Sameer has a passion for Financial Planning but in particular a passion to help his clients achieve their life and financial goals. Sameer’s breadth of experience, expertise and credentials help ensure sound advice, expert execution and peace of mind for clients.
A graduate of McGill University (BSc.) with a major in Physiology, Sameer has acquired the advanced industry designations of Personal Financial Planner (PFP).
Sameer believes that we have obligation to give back to the communities where we work and live. Having grown up in a developing country, he understands the impact that a single individual can have in changing another person’s life. As such he regularly volunteers his time and expertise to assist members of the community with their financial needs. He regularly volunteers with the Aga Khan Economic Planning board on their Financial Literacy and Debt management team as well as with Junior Achievement of BC.
In his free time, Sameer enjoys spending time with his wife and 2 children, running, playing golf and reading.
