Shamya Ullah

Helping you grow more than wealth

How we serve you

We seek to establish ourselves as your primary financial advisor by assisting your organization in managing its assets, as well as identifying and implementing the most effective methods of funding and governing.

We are confident that our team is qualified to anticipate and address your financial needs through our:

• High level of personalized attention that you might expect from a small investment boutique
• Access to the vast, global resources of a large, market-leading firm in RBC Wealth Management

We seek to add value through an investment process driven by your organization’s mission, and we include a wide spectrum of investment strategies to help achieve your organization’s goals. Our team members have broad experiences in investment management, not-for-profit finance and fund development and are prepared to work together to help nonprofits achieve their mission.

We are committed to:

Mission:

We realize our true client is your mission. We are dedicated to working with you to create financial strategies that help the execution of your organization’s mission.

Client service:

Providing exceptional service is at the center of our philosophy. From accessibility to accountability and transparency, we strive for a communication centered approach to meeting your needs.

Our responsibility:

As your trusted advisor, your board is required to meet the highest standard of care. We work closely with your board and staff to oversee that they have the required skills and tools to execute your organization’s advisor duties.

Performance consistency:

Our performance is best measured by how well your organization executes its mission. From the beginning of our engagement, our holistic approach to financial and asset management helps us utilize all our resources to support your organization.

Global Insight Midyear Outlook

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.