Our Mission

Absolute Wealth is not just a company with a mission; we like to think of ourselves as a mission with a company. We believe in changing the lives of our clients and the world we live in for the better. We endeavour to invest in assets that promote a healthy, prosperous and sustainable world while providing the peace of mind that accompanies financial stability.

Invest with Values

Something powerful is happening in the world. The effects of greed have triggered a global divestment movement. People are directing their money away from unethical companies and into investments that align with their values.

Why Invest With Us

Experience

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Specializing in all aspects of investment management and financial planning, we are part of a team that puts over 20 years of experience to work for you.

Credentials

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With our team holding respected CIM (Chartered Investment Manager), CAIA (Chartered Alternative Investment Analyst) & CFP (Certified Financial Planner) designations, you can be assured of the safety of your wealth.

Security

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The security of your assets is a top priority, which is why we use National Bank as our custodian to add an extra layer of safety for your money.

Client Retention Rate

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Our 98% client retention rate speaks to the quality of our service and
the unique opportunities available to you.

Assets Under Management

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We are part of a team that manages over $150 million in assets for our clients. Your wealth is in experienced hands.

Values

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Our goal is to provide long-term, sustainable financial returns without compromising your values and faith.

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Some Words From Our Clients

“It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed us was the way he took the time to get a feeling for where we were at financially, his depth of knowledge, lateral thinking and his common sense approach.”
Kevin & Alicia Gordon
“Our major requirement was a Shariah Compliant portfolio and we have full trust that Sameer is investing in the right places. The best part is that with Sameer helping out and with a Shariah compliant portfolio, we are getting quite positive returns.”
Zulfiqar & Sana Khan
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7 Reasons to Meet with Us

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1. COMPREHENSIVE FINANCIAL PLANNING

Listen, Question, Plan

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2. PHILOSOPHY AND PERFORMANCE

We love steady eddy and sustainability

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3. DIVERSIFIED INVESTMENT MANAGEMENT

Beyond traditional assets and conventional wisdom

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4. FEE-BASED HOLISTIC ADVICE

Advice should be unbiased and tailored to individuals’ needs

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5. CLIENT EXPERIENCE

We love to serve

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6. PROPRIETARY TOOLS AND MODELS

Strategies to drive out performance

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7. LEGACY AND CHARITABLE PLANNING

The ability to give is a gift in itself

Ready to Invest with Values?

Join the Movement!