Our team

Karan has spent the last 15 years providing his clients with every financial advantage through highly informed and strategically formulated advice. To design each client’s wealth plan, Karan gets to know them deeply so he can incorporate every relevant wealth management building block on their behalf.

He has always valued the bigger picture with a razor-sharp focus on ways to advance. Karan holds an MBA and is a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA). The CFA is a distinction considered the gold standard in the finance industry and highlights financial professionals who demonstrate unparalleled commitment, leadership, and integrity. Karen relies on a lifelong commitment to education to help his clients, partners, and team members better navigate the ever-changing financial landscape.

Giving back to the community is important to him. Having supported many local charitable causes over the years, he now serves as a CFA Society Edmonton Future Finance Professionals Committee member and on the Edmonton Region Immigrant Employment Counsel (ERIEC).

Outside of work, Karan loves travelling and enjoys spending time with his wife, Shikha, and their two wonderful children, Kabir and Zain.