Mohammad Ayaz

Senior Portfolio Manager, Wealth Advisor and Financial Planner @RBC Dominion Securities

Oakville, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2013 — Present

Senior Portfolio Manager, Wealth Advisor and Financial Planner @RBC Dominion Securities

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Oakville, ON, CA

My Wealth Management philosophy is simple. It should be based on you.and not just for people LIKE you. By determining your core values behind your goals, I can effectively coordinate your wealth without overwhelming complexity. Therefore, the question I ask is not only \'what are your goals?\' but \'why these goals?\'Who I work with:• Affluent professionals and retirees looking to preserve and protect multi-generational wealth• Business owners working towards improving their wealth management strategies and ensuring their financial affairs are in order How I add value:• Providing exclusive wealth management services tailored to meet the needs of our clients and business owners at each life stages of wealth accumulation, preservation and conversion. • Providing a comprehensive wealth management solution• Leveraging strategic relationships with leading professionals in taxation, estates, trusts, business succession planning and insurance

SKILLS

Financial ServicesInvestment AdvisoryCreditWealth ManagementCredit AnalysisCorporate FinanceStrategic Financial PlanningFinancial AnalysisPrivate BankingFinancial RiskFinancial PlanningMortgage LendingInvestment BankingEquitiesBankingMutual FundsFixed IncomePortfolio ManagementLoansFinanceInvestment StrategiesInvestmentsCredit Risk

ABOUT MOHAMMAD AYAZ

Specialties: Banking, Weath Management, Investment Advisory and Brokerage

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Mohammad Ayaz — Senior Portfolio Manager, Wealth Advisor and Financial Planner at RBC Dominion Securities in Oakville, ON, CA | Unifers