As an Investment and Wealth Advisor, Walid provides comprehensive investment management for individuals and their families, corporations, and non-profit organizations. Working with a small client base has allowed him to develop personal relationships with each one of his clients.
Walid entered the financial services industry in 2005, later joining RBC in 2010. A Chartered Investment Manager and Certified Financial Planner, his industry experience is backed by a commitment to continuous education and building a practice on knowledge for his clients.
Recognizing that every client has unique wealth management objectives and needs, he tailors the advice and solutions that he provides. Walid's focus is on risk management, growth and capital preservation, financial planning, business owner planning, insurance planning, and is supported by a team of tax and estate planning specialists.
He has delivered numerous seminars over the years, and continues to enjoy informing and educating investors about their financial planning and investment options.
When not in the office, he enjoys spending quality time with his wife and two children, while staying active skiing and cycling.