Sameer Azam, CIM
Portfolio Manager
Halal Investing Canada
A personalized tailored investment approach that aligns your goals with your values and ethical beliefs.
What is Halal Investing?
Investors and financial markets are witnessing the growing story of Halal Investing in Canada and Globally, a unique form of investment that corresponds to the values and beliefs of an investor. It can therefore be defined as an equitable mode of investing. It is essentially a subset of Responsible Investing as they both tend to focus on investments that are morally acceptable and bring about positive societal impact.
Sameer Azam discusses halal investing on BNN Bloomberg
In this November 2025 interview on BNN Bloomberg’s The Street, Portfolio Manager Sameer Azam discusses the fundamentals of halal investing, and the growing interest in values-aligned portfolios. Watch the segment below.
Who We Can Help
It's humbling and a compliment to us when our clients have a positive experience.
Learn more about our clients' testimonials.
We're here to support affluent individuals, families, entrepreneurs, and executives—along with healthcare professionals, retirees, organizations, and high-net-worth immigrants. Whether you're looking to grow your wealth or invest in a way that reflects your values, we're ready to help.
Our clients often have unique and intricate financial situations that require comprehensive and sophisticated advice.
Our focus is to save them time, build sustainable wealth, simplify their life, and provide peace of mind.
When choosing RBC Dominion Securities for building your wealth and legacy, the possibilities are endless.
Individuals and Families
Whether your goal is to build wealth for your retirement, protect your family’s financial security, or create an enduring legacy for future generations, we’re here to help you achieve your goals throughout your journey.
Entrepreneurs, Corporate Executives
As an entrepreneur and a corporate executive, life and business can become intertwined. Financial complexity is inevitable. We’re here to help you simplify this complexity with tailored solutions, so you can focus on growing and managing your business.
Healthcare Professionals
Strategies that are custom-built for converting your professional equity into personal wealth. No matter what stage in your career, our approach to wealth management can help you reach your long-term goals and give you the confidence you’re making progress. Ask us about our Health Care Advantage program.
Retirees
Whether you are already retired, or your retirement is on the horizon, we can help you build a plan that shows you the way forward. We follow a disciplined financial plan to make the most out of your retirement savings, maximize after-tax retirement income, and protect your financial security.
Immigrants
As a newcomer to Canada, we understand the special challenges high net worth immigrants face and the unique solutions they require. Establishing a household with the guidance of a professional investment advisor can make a vast difference. Whether you require assistance with transferring wealth to tax implications, we will be there with you throughout each step of your journey.
Foundations, Charities & Organizations
As a Fiduciary, you are entrusted with the duty to invest on behalf of your organization, in keeping with its long-term goals, values, and purpose. Based on your organization's investment parameters and unique constraints, we'll create an investment strategy to meet your organization's goals for growth, income, liquidity, and capital preservation while managing investment risks.
Investors looking for solutions based on their values and ethical beliefs
We specialize in aligning my clients' socially-conscious values and ethical beliefs with their investments. We implement a recognized methodology which screens out certain industries and measures financial ratios in building a customized solution so you won’t have to compromise on your values and portfolio performance.
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
From start to finish, we design a wealth management plan to meet your needs, both now and in the future, with a disciplined process to help keep you on track. Whether your goal is growing wealth, generating income, minimizing taxes or planning for retirement, we tailor solutions to your circumstances. Before recommending anything, we review your situation in depth, define your risk tolerance, and set realistic long-term objectives aligned with your comfort level. Depending on your needs, we may also connect you with our network of RBC specialists—in areas like insurance, estate planning and business planning—to ensure that every financial need and life stage is well planned for.
How we do it
Our four-step portfolio process is designed to keep your investments working toward your goals at every stage. We start with a discovery meeting, where we take the time to understand your needs, goals, time horizon and risk tolerance. Then we develop an Investment Policy Statement—the guiding principles for how your portfolio will be managed. With that foundation, we build your personalized portfolio with the right balance of stocks, bonds and cash, in collaboration with the firm’s investment strategists and research analysts. Finally, through ongoing monitoring and reviewing, we keep a close eye on your portfolio, making adjustments as needed so it continues to align with your objectives in changing market conditions.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
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.
Taking a responsible approach to your investments
There are many ways to grow wealth. Our focus is on doing so in a way that benefits our clients, our society, and our planet. Your investments are made for the long term – to help serve your individual goals as well as to sustainably support the generations to come. We offer a flexible responsible investing approach that is integrated, and can be targeted, thematic, and impactful.
Integrated
As a baseline, one of the filters through which we vet any investment is ESG. Short for environmental, social, and governance, this auto-integrated screen focuses on environmental sustainability, social issues, as well as equality and equity in corporate governance.
Targeted
To align with your values, as we build and manage your personalized portfolio, we can screen in investments that drive positive impact – such as social housing, renewable energy, and human rights – and we can screen out those that may be considered negative – be it tobacco, alcohol, or weapons.
Thematic
For clients who are passionate about one specific issue or cause – for instance, climate change or gender equity – we have the capability to align all investment decisions with one or more responsible investing themes of your choice.
Impactful
Traditionally, investments are measured against risk tolerance and return objectives. For interested clients, we can add a third dimension: impact. This added parameter gives weight to the measurable social or environmental impact of a given portfolio holding.
Building a better future together
Discover the power of charitable giving to support causes that matter most to you, with a personalized approach that complements your financial plans and goals. With a structured plan in place, we can help you empower and enrich our community.
Develop a personalized giving plan
Maximize the impact of your giving by strategically incorporating it into your overall financial plan with the guidance of our expert team.
Create a lasting legacy
We’ll help you transform your giving into a meaningful legacy that aligns with your goals and values. There’s no right or wrong answer when it comes to the focus and purpose of your giving – it’s about finding the right fit for you.
Support the next generation of changemakers
We’ll work with you to engage your children, grandchildren, and other loved ones in your charitable giving, helping pave the way for the leaders of tomorrow.
Turn your passion into concrete action
Formalize your philanthropic pursuits by establishing a trust, creating a private family foundation, or participating in RBC’s Charitable Gift Program.
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