Laying the groundwork in the present. Building the framework for your future.
At Anwar Wealth Partners, we believe wealth management is all about continuity: Laying a strong foundation today helps build a strong financial structure tomorrow. That’s why, for more than 15 years, our team has taken the time to first carefully understand our clients’ goals, so we can deliver comprehensive wealth solutions that serve their families for generations to come.
A close-knit team with far-reaching skills
At Anwar Wealth Partners, every member of our team is uniquely qualified and diversely experienced, enabling us to deliver unparalleled wealth services to our clients. We remain close knit by celebrating our differences and encourage each member to utilize their far-reaching skills to meet our clients’ every need, every time.
Musharaf (Moe) Anwar
Nicolas (Nico) Attuil
Sandra Scoleri-McDaid
Imtiaz Seyid
Gemma Cruz
Mary Zhang
Wealth management
Success starts with a strong foundation
At Anwar Wealth Partners, your future goals and family priorities guide every decision we make. To that end, our family office approach follows a comprehensive four-step process that lays the foundation for your success by understanding your overall wealth objectives first. Then, we partner with our extended team of RBC professionals to offer you tailored advice and deliver incomparable results, year after year.
Discovering your personal, business, and family wealth objectives is the foundation of all that we do. We start our relationship by meeting with you to discuss your vision of success for you and your family.
Discovering your personal, business, and family wealth objectives is the foundation of all that we do. We start our relationship by meeting with you to discuss your vision of success for you and your family.
Our wealth management commitment
From financial planning to charitable giving, we offer our clients a wide range of solutions that are most beneficial to their every financial need. To do so, we are committed to three principles of wealth management that are proven to deliver results:
- Focus on what’s controllable
- Work collaboratively with a team of experts
- Maintain and grow our clients’ wealth through proactivity
Financial planning
Charitable giving
Estate planning
Tax planning
Credit and lending
Insurance planning
Retirement planning
Investing
Education
Portfolio management
Your goals in the foreground, our proven process in the background
With your goals always at the forefront, we use an adaptable, time-tested, and consistent process to help grow your wealth. In addition to the unparalleled global investment experience of our team, your portfolio is supported by the oversight of top analysts in and outside of RBC, and structured with your various financial considerations in mind.
As a Portfolio Manager at RBC Dominion Securities, I am able to manage your capital with more efficiency, control, and transparency. We’re empowered to step away from suggested investment models to fine-tune our clients’ portfolio on an ongoing basis and align with your stated goals.
—Moe Anwar
Experience
Investing is both art and science – and experience is invaluable in either. With decades of combined experience in the business of finance, Moe and his team have expertly navigated clients through good markets and bad, and always put the well-being of our clients first through personalized asset allocation.
Protection
A good Portfolio Manager should always be measured by their downside protection. With that in mind, we take into account your risk tolerance, invest for the long-term, diversify your investments to withstand market volatility, and yield steady growth with a reliable cash flow.
Process
Discover – Strategize – Invest – Rebalance. It’s a disciplined cycle we live and breathe, and it’s one of our greatest distinctions as financial advisors. Holding the advanced credential of Portfolio Manager, Moe will discover your goals, design a personalized investment strategy, make ongoing investment decisions independent of our firm, and rebalance accordingly. Learn more about our detailed process here.
Trust
Trust is the cornerstone of everything we do, and we establish it through the long-term relationships we build with our clients. We earn your trust every day through complete transparency, open collaboration, and an unyielding commitment to helping you live your best life.
Private Investment Management
Discover the freedom of a personally managed portfolio
Your increasing financial success comes with increasing demands on your time. With Private Investment Management (PIM), RBC’s premium portfolio management offering, Moe acts as your personal portfolio manager to help you free up time and achieve your unique goals.
Set the standard
We begin our relationship by creating your customized Investment Policy Statement (IPS) – the standard by which we establish and measure our agreed-upon goals, risk tolerance, time horizon, income needs, asset allocation, and more.
Capitalize on investment opportunities
With PIM, your approval is not required for every transaction. Instead, Moe can manage your portfolio by making day-to-day investment decisions aligned to your IPS on your behalf, enabling our team to respond appropriately to fluctuating market conditions.
Leverage our experience to the fullest
Moe, Nico, and our extended team of RBC professionals are each respected and established experts in their financial field. With PIM, you have decades of combined industry experience in all aspects of wealth management and investing in your corner.
Take comfort in added oversight
You can have peace of mind knowing that a world-class compliance team ensures all government and industry regulations for portfolio management are met, and that our own internal policies often exceed industry guidelines.
After many years working as an equity derivatives sales trader on Wall Street, I chose to work with Anwar Wealth Partners because I believe in their process – one that gives us the freedom to employ the very best wealth management strategies in the industry for the benefit of our clients.
—Nico Attuil
Business owner planning
Overcoming challenges, capitalizing on opportunities
Starting, growing, and selling a business comes with challenges and opportunities that – with the right support – can be overcome and capitalized on. We help you do just that by working closely with our world-class RBC partners, providing expert advice in a range of key areas to help protect what you’ve worked so hard to build.
Asset management
We’ll help you protect your business and personal assets as tax-efficiently as possible, proactively addressing your needs and seeking avenues for future growth.
Tax planning
We’ll help you make the most of your hard-earned wealth by recommending potential tax strategies that are aligned with your business goals and objectives.
Business growth
We’ll work with our partners at RBC Business Financial Services to help you leverage credit to promote growth and improve cash flow for your business.
Workforce support
We’ll make taking care of your employees easier by helping you develop employer-sponsored group retirement saving plans and group benefits packages from RBC Insurance.
Succession planning
Whether you plan on selling your business, transferring it to a family member, or setting up a buyout, we’ll provide you with comprehensive strategies to make it as smooth as possible.
Retirement planning
Exiting your business is the start of a new and exciting chapter, and we’ll ensure you have a robust plan in place to help you make the most of it.
GIC rates
The latest GIC rates from various financial institutions.
Our blog
Your wealth is multifaceted – what about your advice?
Let us show you what a truly comprehensive wealth management plan can do for you.
Email:moe.anwar@rbc.com
Phone:905-764-2106