Oliver Sayah
Senior Portfolio Manager & Investment Advisor
Oliver recognizes that money is merely a means to an end. It's about your ability to live your life the way you want.
It's about enjoying your success, spending time with your family, and creating memories that last for generations and that requires efficient planning of your resources to help you get there. While money is just a means to an end, it still requires professional attention. Most importantly, it requires the caring approach that recognizes where you want to go and the goals that you have set for yourself and your family not just your financial goals.
We help you take the things in life that you value the most and then translate those dreams and goals into a financial plan.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Our approach - Guiding you through each stage of your life:
Wealth management is an ongoing process to help guide you and your family through each stage of your life.
Accumulating Wealth & Growing Assets
Working together, you will develop strategies to achieve your financial objectives, including planning for retirement, funding an education, or preparing for a major purchase.
Converting Wealth & Creating an Income Stream
We put strategies in place to help maximize the income that you receive in retirement. They will help you determine which types of income-producing investments are most appropriate for you.
Protecting Wealth & Maintaining Assets
It's all about helping you sleep at night; providing you with peace of mind, maintaining your independence, and preserving family harmony or current lifestyle.
Transferring Wealth & Creating a Legacy
Working together with your other professional advisors, Oliver, will help create your legacy for family and charity... turning your success into significance!
How We Do It
Our four-step portfolio process is designed to keep your investments aligned with your goals at every stage. We begin with a discovery meeting to understand your needs, goals, time horizon, and risk tolerance. Next, we develop an Investment Policy Statement as the guiding principles for managing your portfolio. Using this foundation, we build a personalized mix of stocks, bonds, and cash, collaborating with investment strategists and research analysts. Finally, we consistently monitor and review your portfolio, adjusting to maintain alignment with your objectives in changing market conditions.
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.
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.