Tahir Amlani, CPA, CFP, TEP, MPAcc
Investment & Wealth Advisor
You have dreams. We have the expertise to help you make them a reality.
Your dreams deserve a plan, not just hope. We combine deep expertise in wealth management with a genuine commitment to your goals, so you can move forward with confidence. Whether it's building your wealth, planning your retirement, selling your business, protecting your family, or securing your legacy, we help turn your aspirations into reality. With thoughtful guidance and personalized strategies, we give you clarity and peace of mind to focus on what matters most, living the life you have always imagined.
Our Wealth Management Approach
Our team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals. Taking an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your wealth.
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
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
A personalized approach
You deserve more than just an investment advisor. You deserve a partner who understands the full picture of your financial life. We take a disciplined approach to investment management, grounded in research, strategy, and long-term thinking, while never losing sight of what matters most to you. Whether you are building wealth, planning for retirement, or navigating life transitions, we tailor every recommendation to your unique goals.
Integrated strategies for lasting wealth
True financial success goes beyond portfolio performance. We integrate financial analysis, tax planning, estate strategies, and risk management solutions into a cohesive plan that helps protect and grow your wealth across generations. By proactively identifying opportunities and risks, we help keep more of what you earn and ensure your legacy is preserved the way you intend. Every strategy is coordinated, intentional, and aligned with both your present needs and your future vision.
A relationship built on trust and care
At the heart of our work is a genuine commitment to our clients. We take the time to listen, understand your concerns, and guide you through complex financial decisions with clarity and care. Inevitably, life changes and priorities evolve and we will be here to help you navigate it all with confidence. We are here not just to manage your wealth, but to support your journey every step of the way.
How we bring your plan to life
Our process begins with a comprehensive discovery where we take the time to understand your goals, priorities, and comfort with risk. From there, we design a personalized investment portfolio aligned with your objectives, balancing your need for growth, income, and preservation. We then develop a thoughtful, integrated wealth plan that brings together your investments, tax strategy, estate considerations, and insurance solutions. Managing your wealth requires a team approach and we will engage your tax and legal professionals when appropriate to do so. We continuously monitor your progress, review your plan, and make adjustments as your life and priorities change.
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.
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.