Client Testimonials

Mr. Jeffrey Smyth,
Business Owner

Client Experience: Ms. Fiona Reid

Award Winning Actress

Maurice and Mary Lou Laramee
Retired Principal and Retired Executive

Client Experience - Easter Seals Canada

"Karim and his team have been dutifully managing our portfolio since 2005. Their service goes beyond financial returns. Karim and his team are partners in Easter Seals’ mission to support Canadians living with disabilities with insights, understanding, and advice to ensure our cause is sustained with sound fundamentals and risk management. We are confident in having our trust placed with Karim."

Frank Williamson, Director of Finance

A Note to Clients and Prospects

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"My commitment to you is a transparent, engaging and lasting relationship built on trust and integrity.  I start by listening intently to confirm that I have a full understanding of your unique definition of success - including your wants, needs, goals and expectations -before employing a personalized approach to wealth management. You can expect a holistic experience from me, one that incorporates all of the specialists, partners and resources you need to guide you through life's many stages."

- Karim Visram