Desai Wealth Management of RBC Dominion Securities Inc.

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Desai Wealth Management of RBC Dominion Securities Inc.

At Desai Wealth Management, we believe that wealth mgmt is about your goals and your peace of mind.

04/29/2024

This post is for RBC employees living in Calgary.

Desai Wealth Management of RBC Dominion Securities has a well established network of professionals that all collaborate together.

We are looking to add a female IRP to the team.

If you are an IRP and want to meet and discuss how we help clients together please message me.

thanks
Samir

04/26/2024

Fear is not love...

What does that mean to you?

50% of women have some form of abuse, physically or mentally. Think about that, that's not acceptable.

For those of you who know me, I love to support the community and also support the things which are important to the people on the team.

I had the opportunity to support the Fear is not love agency at their 50th year in the community gala in Calgary.

I spent the evening learning, and spending time with the people I care about. Stokowski and Natalya thank you for the invite. And Molvik, as always, family first.

Nice meeting Williams , Williams owners of Ed Williams Menswear. I will definitely be checking your store out soon.

To learn more, I encourage anyone reading this post to visit. www.fearisnotlove.ca

Selfishly, I hope I win the diamond auction, fingers crossed. (Was 10 tickets enough?)

04/16/2024

Hi,

With the success of my last request via linkedin, for a personal trainer connection.

I am trying my luck a second time.

I am looking to connect to a bookkeeper who deals strictly with lawyers in Calgary, or anywhere in Alberta.

If you know someone, or you are a lawyer and could make an introduction to someone you currently use, that would be helpful.

thanks

03/27/2024

Hi network.

I am looking for suggestions for a venue to host 30 people for a Sunday brunch June 9th 2024, I am having in Calgary.

I do need the location to have a projector/large TV screen at the venue that everyone can see.

My original venue double booked and I got the boot!

03/12/2024

I lost!!

But the kids won.

Some of our team spent the night at the 11th annual kids upfront foundation poker event. Over 400 people came out.

Thanks nash for the invite and all that you do for this charity.

Our own braun from consulting made it to the top 15. It's so fitting that he did so well with his company's name upfront consulting being close to the name of the charity kids upfront. I also went all in against him, and I lost!

With all the hard work our team does, from our accounting partners, to our lawyer partners it's nice that we can come together and support such a great organization like upfront.

Our team is looking for more events to attend in Calgary. If you are someone organizing events like this one, please message me the details to your event.

02/22/2024

You are invited.

Food and drinks will be provided.

This is ideal for business owners from all sectors who want information about:

1) Maximizing your worth: Formalizing matters for increased business value

2) How to secure a loan for business growth. What RBC requires from you to help you expand.

02/09/2024

Isn't lasagna the best?!

An even better when its made by someone else who is really good at knowing all the right ingredients.

The right amount of everything, and when to add what and how much.

And of course, the final layer of crispy cheese on top. YUMMY.

Then all you have to do is dig in and eat it.

Well, that's kind of what our team does too.
We have all the ingredients (our team members).
We know when to introduce you to the right person who can help you.

If you are a business owner looking to:
1) Start
2) Grow
3) Expand like crazy

And want to protect your business, sell it eventually, manage the cashflow, get structuring advice, our team has the bench strength to help. We have all the layers with to help from the start all the way through to the end.

02/02/2024

In the financial advisory industry, is sharing ideas to grow together more important than keeping ideas secret and growing alone?

I sat down at the new cactus club in Calgary Crowfoot today.

I was meeting another advisor at RBC DS today, Ayers.

We were just collaborating on some ideas.

But why I am telling you this, is this:
1. The younger advisors at RBC DS have such drive to help their clients'.
2. Collaborating is important in most industries.
3. Yes, there is an old way of doing things with pen and paper (that's me), and yes, there is a new way of doing things with video and graphics (that's Zach)

Do you collaborate in your industry?
If we share ideas, we grow together, right?
If we can learn and get better, why not?

I have been part of the RBC DS mentorship program a few years now, and what I realize is there is not one way to do everything.

Our industry is good at being secretive regarding how we grow our business. Is yours the same way?

Why hide an idea when sharing can benefit everyone instead?

I encourage everyone to look for ideas from within your team, within your peer group, and I bet you that you will learn😊

01/29/2024

The power of the word NO!

I finally realized that when I say NO,
The other person often feels:

1) Let down
2) Negative
3) Confrontational
4) Etc…

So I changed!

I changed myself, I am now an "I'm in, YES" person.

I never went to the spa before, and guess what? I went.

I got my nails done. Originally, I wanted little unicorns as my girls would have loved that.
But not enough time left me with Unicorn colors on each nail instead.

I also didn't realize these last 2 months when I said YES.

But you know what?
I have never had so many people of all ages come up to me and say "I love your nails"
It's such a great ice breaker and starts a positive discussion.

It's just color, and by changing my perspective to "I'm in, YES" I get to learn more about people.

If you are out there, and someone sends you a linkedin invite, just accept it. Don't be that person that looks at their profile and then declines. (I used to be that person)

And guess what?

I probably missed out on so many great discussions with people.

Not everyone is out to sell you something on linkedin, and if they are, who cares. Maybe it's eventually something you need.

I'm going to leave you with this:
In your life, when someone asks to be part of something, say YES next time.

Why say NO?
(If you have a reason, leave it in the comments)

(ya, my 4 year old took the picture, laughing)

01/25/2024

Finally finished it!

My 6 year old and took one week to finish this 1,000 piece puzzle.

I told her we have two options when we started it,
1) look at the picture on the box, as it acts as a guide and will make it easier.

2) Don't look, and try solving it.

She told me, "we can have short term goals dad, and finish each color one at a time and then have a long term goal of putting it all together"

This stunned, me. She was obviously eavesdropping on my conversations with my wife about our long term goals. I was proud and surprised she even thought of that.

Long story short, some of you may look at this picture and see imperfection, because, lets face it, I have two kids and of course pieces are going to missing for every puzzle I have.

But when I look at this puzzle, I see a process of setting up short term goals, to reach long term goals, and along the way there will be things missing, but that doesn't take away from all the positive things we did together.

Puzzling is a great way to:

1) Think about patterns
2) Think about strategy
3) Spend time with your family

If your social barometer is low right now, and you are feeling like things aren't coming together as they should for you, consider setting small goals. Don't worry about the bigger picture too much, just yet.

Stock markets are at all time highs now. What's the next step?

Just like using the picture on the box to help you, get your wealth planning picture in place too.

Our team is very good at getting all the small pieces together for you, so you can have peace of mind.

All the best. And keep puzzling, its very relaxing and will recharge you, maybe!

01/11/2024

What's the value of debt?

Your personal view on debt depends on how debt has treated you over time.

What I mean is:
Did you get a loan to buy an asset which will make you more money, like a loan to buy more real estate?

A loan to start a business/medical practice/equipment, which has become successful and now has positive cashflow?

OR

Did you use a loan to buy a car (the car makes you happy and is a utility of course)? But it doesn't cashflow anything for most people.

The market is saturated with debt deals, and if you are in the medical space and want some solid advice around your options right now, reach out to
dayal .

She is our senior lender with RBC in Calgary, and will give you the best RBC can offer.

12/08/2023

Business relationships:

Why do they matter?

Is it about getting the best rate on a product?

Is it about short term gain as a client?

My client of 18 years: "Samir I hate the lending services of the big banks".

Me:
You haven't met Raj yet. He works every edge RBC has to make sure no stone is left unturned.

Client: ya right Samir, I'll meet him, but it's going to be tough for him to get me as a client.

I introduced Raj to my client who in his words "hates the big banks". The client does a lot of different business, and often needs lending on a larger scale, upwards of 5 million on deals.

Well, 1 year later, multiple deals later, the client goes to Raj. And has made several new introductions to Raj as well.

Having a lender is a long term relationship.

I am writing this to everyone because, if you need lending, you need to call Raj. Before you commit to your current lender, call Raj. 403-292-2309

Address

600 Crowfoot Crescent NW Suite 410
Calgary, AB
T3G0B4

Telephone

+14032164797

Website

https://ca.rbcwealthmanagement.com/samir.desai/

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