ANWAR WEALTH PARTNERS - Key Persons
Job Titles:
- Branch Operations Manager
Job Titles:
- Premier Banking Advisor, RBC Royal Bank
As a Premier Banking Advisor, Cherry provides personal service and tailored advice to help clients save time and effectively manage their day to day banking needs. Cherry works as a single point of contact and partners with Investment Advisors and Counsellors across the Greater Toronto Area with Mandarin and Cantonese language needs. She supports RBC Wealth Management's Asian Market in Richmond Hill, North York and Downtown Toronto.
Cherry has been with RBC as a Financial Advisor for 2.5 years and has over 7 years of experience in Banking. Cherry is respected by her clients, peers and the industry, and has enjoyed success in several different roles in assisting clients achieving their goals.
She graduated from the University of Waterloo where she obtained her Bachelor of Arts Degree, with a major in Finance Specialization.
Cherry is deeply committed to giving back to her community. She is a committee member of "Glitter" a non-for-profit charity event within Chinese community. In addition, she volunteers at Toronto SickKids Hospital to give children hope for a better life.
Born in Shenzhen, China, Cherry moved here with her parents in 2000 and now lives in Thornhill with her husband and 3 year old daughter. In her spare time, Cherry loves to cook and spend time with her family. As well, she loves yoga and is currently learning to play golf.
I don't accept ‘good enough' and love a challenge - so I partner with clients to provide creative solutions that help them meet their evolving estate planning and insurance needs. For Chris, trust is everything. He recognizes that trust can only be established once it has been built and requires him to excel personally and professionally. He's made a career of building strong relationships by ensuring he never takes anything for granted and always delivers on his promises. Chris provides first-class service by consistently bringing product knowledge, informed support, and most importantly, new ideas to address your unique needs. Having joined the financial industry in 2001, Chris spent many years working for one of Canada's most prominent life insurance companies. Seeking to improve and maintain his professional knowledge, Chris has earned the Chartered Life Underwriter (CLU®), Certified Health Insurance Specialist (CHS®), and Elder Planning Counselor (EPC®) designations.
Job Titles:
- Premier Banking Advisor, RBC Royal Bank
Working as a single point of contact, Eric partners with all Investment Advisors and Investment Counsellors across the Greater Toronto Area, primarily supporting RBC Wealth Management's Richmond Hill and Scarborough branches. Eric speaks fluently Mandarin to support all Asian Market Wealth Management clients as per their needs.
Eric brings strong experience in financial planning, credit planning and wealth management from the past 9 years in financial industry. Eric joined RBC Wealth Management as a Financial Planner, Investment and Retirement Planner and have been working as a Financial Advisor before becoming Premier Banking Advisor. He has been working with RBC Private Wealth Management partners closely to deliver high end client experiences and exceptional advice.
He obtained a Bachelor of Arts Degree in Economics from York University and a Specialized Business Diploma from Centennial College. He also holds professional certification including Canadian Security Course and Certificate in Financial Service Advice.
Eric was born in China and moved to Toronto in 2008. He is currently living in Markham with his wife and daughter. Eric enjoys being active by playing basketball and hiking, as well as spending time with his family and traveling to different countries.
Job Titles:
- Assistant Branch Operations Manager
With diversified experience in customer service, sales, promotion, and administration, Gemma is the organizational mastermind behind the team at Anwar Wealth Partners.
Prior to joining the team, Gemma earned a Bachelor of Science degree in business administration and a postgraduate certificate in management and financial services. She is highly skilled in detail-oriented written and oral communication, empowering her to build meaningful relationships with clients as a first point of contact. She is dedicated to providing the highest quality of service, and works closely with Moe to fulfill our clients' day-to-day needs.
Committed to honing her skills, Gemma has completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH) Course from the Canadian Securities Institute, and approaches every client request with the utmost professionalism each and every day.
Gemma is currently on maternity leave.
Job Titles:
- Business Development
- Key Member
Extensively experienced in a wide range of senior positions across RBC as a whole, Imtiaz now serves as a key member of our team with a focus on business development, supporting Moe in all opportunities to improve the services we provide for our range of clients.
Equipped with a Bachelor of Commerce (Honours) degree from India, Imtiaz left his hometown in 1980 to work in banking in the U.K. and in Africa for over seven years, serving in various positions. Immigrating to Canada in 1988, Imtiaz then joined RBC Royal Bank in Toronto. For over 32 years since then, Imtiaz has worked in small business, commercial banking, corporate banking, and strategy, serving in many senior roles. These include Director, South Asian Markets, National Director, Cultural Markets, and Vice-President, South Asian and Middle Eastern Markets, where he was responsible for strategy development, segment management, marketing, and business development in the Greater Toronto Area.
After having retired from RBC Royal Bank in 2021, Imtiaz transitioned to RBC Wealth Management, joining our team to focus on relationship management and business development.
Job Titles:
- Vice - President, High Net Worth Planning Services, RBC Family Office Services
Madison is proficient in both Cantonese and Mandarin. Madison is a Chartered Professional Accountant (CPA, CA), Certified Financial Planner (CFP) and holds a Master of Management and Professional Accounting (MMPA) degree from the University of Toronto. She has completed the CPA Canada's In-Depth Tax Course and Indirect Tax Course. Madison is also a Session Leader and a Facilitator for CPA Ontario's Professional Education Program and CPA In-depth Tax Course.
Job Titles:
- Estate Consultant
- Will & Estate Consultant, RBC Family Office Services
Joanne obtained her Bachelor of Arts and Bachelor of Laws degrees from the University of the Witwatersrand, South Africa. She earned her Juris Doctor degree from the University of Victoria, Canada. She was called to the Ontario Bar and is a member of good standing with the Law Society of Ontario.
Prior to joining RBC Wealth Management, Joanne has had a rich and varied career working in both large and small firms in private practice as well as working for a number of years as in-house counsel for a large international technology company. In the last few years in private practice, Joanne specialized in the areas of will and estate planning, estate administration, trust planning, and family business succession planning.
As a Wills and Estate Consultant, Joanne provides comprehensive estate planning services to clients.
Job Titles:
- CA, MMPA / Financial Planning Specialist, RBC Family Office Services
- Chartered Professional Accountant
Karen is a Chartered Professional Accountant (CPA, CA) and Certified Financial Planner (CFP). She graduated with a Master in Management and Professional Accounting from the University of Toronto and has completed all three levels of the CPA Canada's In-Depth Tax Course.
After several years of experience within Wealth Management branch operations, Monica took on a more focused role as an Associate working alongside a wealth management team. Monica values being part of a team committed to providing wealth planning solutions for clients who have focused their efforts on creating abundance in their lives.
Committed to continuous growth and learning, Monica has completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH) Course from the Canadian Securities Institute, and approaches every undertaking with the utmost professionalism. She is a highly competent, dependable and approachable connection to our team who puts her meticulous organizational skills to good use maintaining the team's high standards for client service and optimal operational efficiency. Clients appreciate Monica's attention to detail, resourcefulness, problem-solving skills, and quick turnaround.
Outside of work, Monica enjoys spending time with her family, pup, and friends exploring the outdoors or having a cozy night in getting lost in a book. Otherwise, she can often be found moseying in the kitchen, curating a cookbook of family recipes, and spoiling loved ones with baked goods.
Job Titles:
- CIM
- Senior Portfolio Manager & Wealth Advisor
Moe offers an in-depth knowledge of financial strategies for business owners through his specialized background in personalized wealth management solutions. He leads an extended network of specialists and resources at RBC Dominion Securities, which delivers comprehensive solutions for his clients.
Moe has spent more than 18 years serving high-net-worth investors and their families. He joined the wealth management industry in 2003 after a successful career in tech and software startups as a business venture, where he saw the challenges owners face and the important role wealth management plays while running a business.
Moe has attained two of the top designations available to financial advisors, including Chartered Investment Manager (CIM®) and Financial Management Advisor (FMA). He has also been designated a Fellow of the Canadian Securities Institute (FCSI®), which is reserved for those who have met the most exacting standards for industry experience and advanced education. Showing his commitment to continuing education, Moe also recently completed the Advanced Finance Program from the Wharton business school of the University of Pennsylvania.
As an active member of the business community, Moe has a passion for creating opportunities for others through new introductions. He led a business delegation to the UAE in 2013, along with the city of Markham, and is one of the founding members of the Markham Stouffville Hospital's Young Leaders Program, which has raised over $250,000 for the hospital. In his free time, Moe enjoys playing golf, reading, and spending time with his family.
Job Titles:
- Associate
- Investment Advisor
Born, raised, and educated in Paris, Nico moved to New York City and worked on Wall Street as an equity derivatives sales trader for several years. Moving to Toronto in 2014 to raise his family, he joined RBC Dominion Securities and today serves as Moe's right-hand man, focusing on delivering world-class Private Investment Management services to our clients.
Pairing his extensive work experience with a degree in economics from La Sorbonne and an MBA in finance from the Paris Graduate School of Management, Nico is uniquely equipped to analyze capital markets, build discretionary investment platforms, and design automated tools for the benefit of our clients. But for Nico, it isn't just about the incredible services he provides. "It's also about the people I get to build relationships with," he says, "and working alongside a team with a mission and discipline I believe in."
As a native Parisian, Nico is fluent in French and English and enjoys using both languages on the job. He is happily married and has four lovely daughters, and he enjoys staying active in his community and playing soccer in his spare time.
Peter is an accomplished Branch Director who has made a measurable impact at RBC Wealth Management. As the leader of the Richmond Hill branch, he directs the activities of 42 Investment Advisors who manage a remarkable 12 billion dollars in client assets. He is widely recognized for his ability to provide leadership, coaching and supervision to his team, with a focus on profitability, growing market share and building referral partnerships.
Driven, dynamic and deeply committed to his clients, Peter spearheads a team of professional Wealth Advisors who deliver an exceptional client experience for all aspects of their financial needs, combining a full wealth management focus with a disciplined investment management approach. Under his guidance, the team has developed a reputation for delivering outstanding results and providing clients with unparalleled guidance and support.
With over 30 years of experience in the Wealth Management industry, Peter has a proven track record of success. He Joined RBC Dominion Securities as an Investment Advisor in 2002. In 2003, he was named to the branch management team for the Toronto Plaza Branch, beginning a long string of successful management roles that has included Toronto Brookfield Place, Don Mills, Yonge and Bloor, and now Richmond Hill.
Prior to joining RBC Dominion Securities, Peter spent 7 years as an Investment Advisor at Wood Gundy and before that was an Institutional Repo and Equity Lending Trader with Wood Gundy. He is widely respected for his deep industry knowledge, keen insights, and exceptional communication skills. In his free time, Peter enjoys hiking, golfing, and spending time with his family.
With his extensive experience and unwavering commitment to excellence, Peter is an outstanding leader who provides his Investment Advisors with the highest level of service and guidance. His passion for the industry and his dedication to his staff make him an invaluable asset to RBC Dominion Securities and the Richmond Hill community.