Since joining RBC Dominion Securities, Asad has provided clients with valuable investment and wealth management advice. His informed, diligent and accessible approach, coupled with an outstanding level of client service, allow him to expertly look after a wide range of clients, whom are primarily made up of high-net-worth individuals and families.
Asad focuses on matching clients’ financial goals and objectives with appropriate investments by utilizing dynamic asset allocation and professional risk management techniques. He employs both direct securities investments and tax and risk management tools to help you achieve long-term wealth preservation and growth.
Asad graduated from the Carleton University in Ottawa with an economics degree and continued his studies with a number of advanced courses through the Canadian Securities Institute (CSI). Additionally, Asad has obtained the two major industry certifications, Chartered Financial Planner (CFP) and Chartered Investment Manager (CIM).
