Sameer Azam, CIM, RBC Wealth Management

A customized solution that aligns your financial goals with your values and ethical beliefs.

Whether you are an individual investor planning for your retirement, a business owner looking to convert your professional equity into personal wealth, a parent or grandparent saving for your children’s education, or a charitable organization requiring professional investment management, our models can be a solution for you.

My areas of specialization include:

• Halal and Ethical Investing solutions
• Shariah-compliant investing
• Wealth Management
• Portfolio Analysis and Construction
• Investment and Retirement Income Planning
• Tax Minimization Planning
• Estate Planning
• Charitable Giving Structuring and Zakat Calculation

My goal is to simplify your life and help you achieve peace of mind. It would be my pleasure to meet with you over a cup of coffee and offer a complimentary second opinion on your current investment portfolio and financial plan.

To learn more about how we can help you invest with your values, click here