First-class service, full-circle solutions
Built on the cornerstones of uncompromising ethics, integrity, and trust, our team at Barnsdale & Hussain Wealth Management Group proudly offers a vast array of services to support you and your family at every stage of your financial journey. From insurance planning to business transition planning to tax-smart strategies and beyond, allow our experienced team to help you optimize and preserve your wealth, building success and peace of mind for this generation and the next.
Experienced team
Leveraging our strengths for your benefit
Throughout the years, our team has utilized our individual skill sets and collective capabilities to ease our clients’ concerns and guide them towards their goals. Between David’s tax, insurance, and family enterprise expertise, Qamar’s unparalleled knowledge of the markets and investment management, and Bilkis’ unwavering commitment to exceptional client care, the Barnsdale & Hussain Wealth Management Group is uniquely equipped to handle all of your wealth needs—personal, professional, or otherwise.
David Barnsdale
Qamar Hussain
Bilkis Walji
Effective strategies
More than just a portfolio
There are many facets of wealth management that go beyond investing, and we leave no stone unturned as we carefully curate full-circle strategies that help you achieve your goals and financial peace of mind. By combining our team’s expertise with the extensive resources of RBC Dominion Securities, we are uniquely equipped to unravel the complexities of your financial life and curate an effective and highly personalized plan moving forward. To that end, our financial planning services encompass:
Investment management
Business transition planning
Will and estate planning
Tax-smart strategies
Legacy planning
Insurance advisory
Retirement planning
Charitable giving
Financial education
Expert advice for your family enterprise
When family affairs and business objectives intertwine, we want to make sure that you have the best advice—and most experienced professionals—at your side. That’s why David has earned the Family Enterprise Advisor (FEA) designation: to assist enterprising families with the seamless succession of wealth and transition of roles while maintaining harmony within the family and the business.
Maximizing opportunities, mitigating risk
At Barnsdale & Hussain Wealth Management Group, we leverage our financial planning conversations to build customized portfolios that are risk-adjusted, well-researched, and reflective of your personal and professional needs. By combining Qamar’s in-depth investment knowledge and the tools and resources available to us as part of an industry-leading institution, we’ll develop goal-oriented portfolios that aim to mitigate risk, maximize opportunities, and proactively prepare for your future. As we work to optimize your wealth, we’ll utilize our tax S.M.A.R.T. approach to ensure streamlined solutions for every stage of the process.
- Simplify
- Minimize
- Avoid
- Reduce
- Tailor
Educational approach
Preparing you and your family for future success
One key aspect of building a strong and long-lasting legacy is ensuring the successful transfer of wealth from one generation to the next. That’s why we make it a priority to educate our clients and provide resources, guidance, and advice to ensure that you and your loved ones have the information you need to make confident financial decisions today and in the years to come.
Family wealth guide
Discover 10 important strategies to build and protect your family’s wealth.
Business owner’s guide
Discover 10 key decisions every business owner should make at every life cycle.
Estate planning guide
Plan for tomorrow, today to retain more of your assets and leave a lasting legacy.
Financial literacy generational approach
Build sound financial management skills at every stage in your financial journey.
Succeeding in succession
A guide to keeping family harmony through your business transition.
Informative events to ready you for the road ahead
At Barnsdale & Hussain Wealth Management Group, we believe solid financial education leads to sound financial decision making. To that end, we are proud to provide informative seminars and other events to support you on your wealth journey and help you to navigate the road ahead.
Events coming soon...
Barnsdale & Hussain Wealth Management Group
Email:barnsdalehussain@rbc.com
Phone:905-822-1793