Karim’s services are designed for individuals, families, businesses and organizations that require professional assistance managing their wealth.

  • Successful executives looking to enhance the growth of their wealth

  • Professionals requiring assistance with their personal assets and a trusted partner with shared clients

  • Business owners who need help managing their personal and business assets

  • Pre-retirees who want to make the most of their savings as they approach retirement

  • Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security

  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner

  • Guiding You Through Each Stage of Your Life

Wealth Management

Wealth management is an ongoing process to help guide you - and your family - through each stage of your life.

Accumulating Wealth – Growing Assets

Together, you and Karim develop strategies to achieve your financial objectives, including planning for retirement, funding an education or preparing for a major purchase.

Converting Wealth – Creating an Income Stream

Karim will put strategies in place to help you maximize your after-tax retirement income. He will help you determine which types of income-producing investments are most appropriate for you.

Protecting Wealth – Managing Risk

To help protect your financial well-being, Karim will implement proven strategies to reduce risk. His goal is to provide you with peace of mind, help maintain your independence and preserve family harmony or current lifestyle.

Transferring Wealth – Creating a Legacy

Working together with your other professional advisors, Karim will help create your legacy for family and charity, while addressing tax obligations and debts.

Karim Jandali

Portfolio Manager & Investment Advisor


My job is to listen – to understand you and your family's concerns, and then to work with you to define long-term objectives.