Hi, I'm Emin Yusufov, and I'm a vice president, portfolio manager, and wealth advisor with RBC Dominion Securities, Canada's largest full service wealth management firm.
My name is Yashar Yusufov, and I'm a financial planner and an associate wealth advisor.
Growing up, our family owned a small business. Our parents were not financially savvy, and, unfortunately, a mixture of difficult business conditions along with poor advice from outside professionals resulted in their business failing, our parents being forced into bankruptcy, and our family losing our home.
Our family's financial hardships are the reason we do what we do today. We promise to always provide you with unbiased and honest advice.
A lot of our clients are business owners, medical and legal professionals, retirees, intelligent savers, but all of them have unique outlooks and dreams. We love finding out who you are, hearing your story, and how you created your wealth. Learning about your world helps us better understand everything that matters to you and your family and what you're trying to achieve.
Part of our process is to sit down with you and build a comprehensive financial plan. My role as a certified financial planner on our team is to help answer the difficult questions. Questions like, how do we reduce taxes? How will retirement be funded? Will our family be taken care of if something unexpected happens? And how can we efficiently transition wealth to the next generation?
Planning can be difficult when the future is uncertain. That's why we run through multiple scenarios to give you a variety of options along with our recommendations. Emin is diligent and thoughtful when constructing our client's investment portfolios. His CFA background has given him a unique pension style approach that helps diversify our client's portfolios by using alternative investments. One of his greatest strengths is simplifying complex financial strategies for our clients and putting things into a language people understand.
Yashar brings so much energy and passion to helping our clients. He keeps financial planning exciting and interactive by ensuring you are engaged throughout the process. Yashar will help you create the perfect balance between saving, spending, and providing for your loved ones.
As brothers, we know each other's strengths inside and out. That's what allows us to work so well as a team. Working with us, you'll have a team on your side that's committed to superior service and is always proactive in our approach. Don't be surprised if you hear from us often just because we want to know what's going on in your life.
We aspire to become our client's lifelong advisors. It's a tremendous responsibility, and we don't take it lightly. We're a family. Let us help yours together.
This video is provided by RBC Wealth Management for informational purposes only. The comments contained in this video are general in nature, and do not constitute legal, investment, trust, estate, accounting or tax advice. RBC Dominion Securities Inc.*, Royal Trust Corporation of Canada, The Royal Trust Company, RBC PH&N Investment Counsel Inc., RBC Wealth Management Financial Services Inc. are affiliated corporate entities and member companies of RBC Wealth Management, a business segment of Royal Bank of Canada. *Member – Canadian Investor Protection Fund. Please visit www.rbc.com/legal/ for further information on the entities that are member companies of RBC Wealth Management. ®/TM Trademark(s) of Royal Bank of Canada. Used under license. © 2021 Royal Bank of Canada. All rights reserved.