Asad Raza
Portfolio Manager and Wealth Advisor @RBC Dominion Securities
Signup · Get unlimited contacts
WORK HISTORY
Portfolio Manager and Wealth Advisor @RBC Dominion Securities
Waterloo, ON, CA
My team and I are able to offer you and your family customized services supported by a global institution, RBC Wealth Management. We personalize attention to all aspects of your financial life, now and for future family members. Together with my extended team, we bring perspective, clarity, and skillful hands-on problem solving to our clients each day. Not only we are patient listeners, but also passionate “doers” who get things done- and get them done right. Developing a true connection with you and your family and your world is at the core of what we do. To us, it’s about discovering what you need to feel confident, comfortable, and prepared for the future. I truly believe it takes a commitment to build meaningful relationships that last.
EDUCATION
Carleton University
BA
SKILLS
ABOUT ASAD RAZA
As an Investment and Wealth Advisor at RBC Dominion Securities, I have experience in helping clients achieve their financial goals and dreams. I work with a team of professionals who offer customized services supported by a global institution, RBC Wealth Management. We pay attention to all aspects of your financial life, now and for future generations. My core competencies include financial advisory, investments, and financial services. I have a passion for developing a true connection with you and your family and understanding your world. I use my honors economics degree and my CFA Level I certification to provide you with perspective, clarity, and skillful hands-on problem solving. I am committed to delivering an experience that is both powerful and personal, and that makes you feel confident, comfortable, and prepared for the future.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.