Ali Khalili
Investment Advisor
Serve with integrity, build a stronger financial future and leave every situation better than we found it
For over two decades, Ali has advised physicians, medical specialists, business owners and retirees on building, preserving, and transferring wealth.
Ali’s investment approach and philosophy draw from timeless principles across cultures – The Japanese ideas of Ikigai (生き甲斐) and Kaizen (改善), and the Chinese values of Ren (仁) and Yi (义), which emphasize compassion, integrity and acting in the best interest of others.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do
• Wealth accumulation: Building the right structures to grow wealth and minimize taxes.
• Corporate Structuring & Investment Tax Planning: helping professional operate in a tax efficient way
• Risk Management: Protecting and preserve assets
• Practice Transition & Retirement: Designing clear retirement strategies and intergenerational wealth transfers that preserve and maximizes your estate
• Charitable Giving and Foundations: Structuring philanthropy to create lasting impact
How we do it
We help you accumulate and preserve wealth through integrated strategies designed for professionals. Our corporate structuring and investment tax planning services optimize your operations, while comprehensive risk management protects your assets. We guide retirement planning and intergenerational wealth transfers to maximize your estate, and structure charitable giving to create lasting philanthropic impact—all while minimizing taxes and preserving wealth across every stage of your financial journey.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.