Sharifaie & Ge Wealth Management Group of RBC Dominion Securities
Personalized Strategies - Protect & Grow Your Wealth
Building Relationships for Life
Ash offers discretionary wealth management advice and services within RBC Dominion Securities. We're here to help you achieve your goals - whatever they might be. Ash will build a team of RBC specialists centered around you, focusing on your priorities and values as they will be invaluable in helping us to customize your integrated wealth strategy.
Our goal is to do the heavy lifting so you don't have to; we are happy to liaise with the rest of your professional advisors, such as your accountant, and lawyer, to help ensure your needs are met.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Ash will build a team of RBC specialists centered around you, focusing on your priorities and values as they will be invaluable in helping us to customize your integrated wealth strategy.
What we do
We design investment portfolios 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
The process starts with an in-depth conversation that uncovers where you've been and what you're hoping to achieve. Then by using our innovative Discovery tool and creating a Wealth Plan we can better understand you and how you really make decisions. We take the time to understand what makes you unique. We establish a deep understanding of who you are by actively listening to you and gathering information on your individual goals and vision. The insight we gain from working with you is the basis on which we design your wealth strategy. We believe that developing a personalized wealth strategy is a key component to your financial success.
Serving specialized needs
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Business owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Executives
C-suite professionals, directors, and decision makers can take advantage of tailored solutions that help maximize compensation, protect wealth, and take advantage of fast-moving career opportunities.
Medical professionals
Offering support and advice from residency to retirement, we’ve served doctors, dentists, and various other medical professionals through all stages of their careers.
Retirees and pensioners
Whether you’re preparing for retirement or already retired, it’s never too early – or too late – to plan. Because retirement is a journey that can last decades, we guide you in taking every financial opportunity to make the most of it.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Highly affluent individuals
A high net worth requires a best-in-class approach to help manage it. That’s why we rely on our own expertise – and that of our world-class RBC partners – to help you achieve your goals for the future.
Plan for tomorrow – today
Planning for a long and healthy retirement involves far more than just considering your finances – it also includes taking a close look at your mental health, physical wellness, future caregiving needs, and more. In coordination with experts across RBC, we offer programs and solutions that can help you navigate these decisions and plan for the years ahead.
Your health
We’ll connect you to our strategic partners and empower you to make positive changes in your life as you enter retirement.
Your support needs
We’ll facilitate discussions that help you make informed decisions on your future eldercare and living needs.
Your finances
We’ll create investment strategies and wealth management plans that align with your unique financial goals and priorities
Your legacy
We’ll coordinate with specialists across RBC to help you build a tax-smart, all-encompassing Will and estate plan.
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
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.