The Sifarish Network

Overview

Title
Senior Portfolio Manager & Investment Advisor
Business Name
Desai Wealth Management of RBC Dominion Securities
Languages
  • English
  • Gujrati

Biography

Samir likes to keep things simple, so one can spend time doing the other important things in your life. Over the past 18 years, he has come to learn that keeping things simple makes sense. I manage client money using ETFs.  All trading decisions are based on quantitative mathematical decisions. He likes to help anyone who wants help to invest money based on their own needs.

He works with people who want their money to work for them and wish to strategically earn income from it, and pass it on to charities and the next generation in a tax-smart way, at a fair cost of service.

Samir is happy to have a conversation with anyone looking to better themselves and their family, at any stage of their investment education. His team is here to help anyone. Dawn and Aenoi are the most senior and experienced service team in his office. and they are here to help.

Education & Work Achievements

Education
  • University of Alberta
Work History
  • CIBC Wood Gundy Associate Advisor 6 years
  • RBC Dominion Securities Senior Portfolio Manager 12 years
Licenses & Certificates
  • Chartered Investment Manager (CIM)

Contact Details

Phone
Social Info

Why Sifarish?

Why did you join The Sifarish Network?
I am looking to be more connected to my community, and support community initiatives, with time and money. I would like to see us all grow together being more socially responsible and giving back to as many humans as we can. I am hoping to meet like minded people in this network.

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