Face the road ahead with confidence
The road ahead holds both opportunities and challenges. At Arafat Private Wealth, we leverage our “family office” approach to empower you to face it head on – helping you navigate the ins and outs of your wealth, the twists and turns of your evolving needs, and the ups and downs of the market as smoothly as possible.
Expert guidance backed by service excellence
At Arafat Private Wealth, we leverage years of financial services experience – and that of our partners – to help you navigate your road to financial success. From comprehensive planning to expert guidance, we put your needs first at every checkpoint along the way.
Sam Arafat
Mitchell Newman
The key achievement in working with Sam and his team has been the establishment of a trusting relationship. I know that I can count on both of them to put my needs – and those of my family – first and to provide guidance on any questions we may have.
– Angelo Zappitelli
Wealth Management
Building a customized roadmap to your goals
With our “family office” approach, we take the time to get to know you, your family, and your goals in order to build a customized financial roadmap. Then, we leverage our unique investment management process to propel you forward.
Uncovering your goals
We thoughtfully uncover your short- and long-term needs, priorities, and goals in order to determine a destination for the road ahead. We never lose sight of what’s important to you and are committed to always putting you first at every point along your journey.
Planning your route
We leverage Sam Arafat’s long history as a financial planner to proactively plan for the safest and most efficient route to your destination. Our overarching aim is to simplify your financial journey, offer clear steps toward your goals, and provide expert guidance along the way.
Establishing checkpoints
We strategically establish checkpoints along your route connected to all aspects of your wealth, from tax and retirement planning to insurance and estate planning – and beyond. Depending on your unique needs, we’ll also connect you to our network of world-class partners.
Navigating twists and turns
We expertly guide you through the inevitable twists and turns – and ups and downs – you will encounter along the way. And as your needs or priorities change or evolve, so does your roadmap, ensuring you stay on track to accomplish your goals now and in the future.
We want to make a difference in our clients’ lives – not only their accounts. To us, that means helping them expertly navigate the road ahead, whatever comes their way.
– Sam Arafat
Investment Management
Getting you and your family closer to financial freedom
With your customized roadmap in mind, we leverage an institutional style money management approach that prioritizes the careful protection, and growth, of your hard-earned wealth to propel you forward toward your goals.
Before we invest your wealth, we align your investments to your goals by drafting a unique Investment Policy Statement (IPS) – a document that outlines your return expectations, income requirements, risk tolerance, time horizon, and other unique preferences.
With Private Investment Management and A+ investing, RBC’s premium investment platforms only available through a select group of investment advisors, we leverage the unparalleled knowledge of our team and a global “big picture” approach to guide you forward.
Our aim isn’t only focused on building and growing your wealth, but also protecting it at every point along the way. That’s why we regularly incorporate risk management strategies including global market research, diversification, and alternative investments into your portfolio.
The road ahead may seem daunting, but we provide true peace of mind by regularly communicating your progress toward your destination. Through scheduled check-ins, reviews, and regular contact, we ensure you never feel alone on the road to financial freedom.
Sam has helped us become confident in our personal finances and our wealth management. He has worked with us to provide timely analysis, life insurance information, sound investment advice, and has even worked with our adult children to assist them with financial matters as they have arisen. Simply put, Sam has proven himself to be an invaluable player in our financial lives. We rely on him heavily and he always comes through.
– Carla and Bill McLean
Resources
Supporting your journey with specialized resources
We invite you to explore our guides and tools below, each of which was designed to ease your journey to financial freedom. Should you have any questions, please contact us directly and we’d be happy to help.
Educational guides
Estate planning guide
Plan for tomorrow, today and learn how to simplify the transition of your wealth.
Tax reporting guide
Find important dates and required tax information for your annual tax return.
Financial planning facts
Examine handy financial facts related to annual TFSA contribution limits and more.
Helpful tools
Insights
