Welcome!

 

My name is Amin Karim-Zadeh and I’m a first-generation Canadian who understands the struggles of carving your own path from the ground up. During my youth, I watched my immigrant parents commit to hard work and sacrifice to give me the opportunity to create a legacy here in Canada.

     Early in my career, I spent 5+ years managing my own Real Estate practice, which permitted me to deliver service excellence while evaluating each of my customers' wants and needs. Subsequently, I spent 7+ years owning and operating a Logistics company servicing North America. I learned that the key to success starts with a vision, devising a plan, maintaining the plan, making small course adjustments, and holding myself accountable in its completion. Through this venture, I had the opportunity to travel across Canada, connecting myself with many individuals, families, and businesses owners with one common theme: they all worried about retirement. 

     With the world moving at such a fast pace, it can be hard to plan for major life events. More recently, I lost my mother to an extreme case of Alzheimer’s. It caught our family off guard and within a 2-year time frame, we were forced to say goodbye. Fast forward to today, my father has been diagnosed with a mild case of dementia. It can be hard to plan for the future including major life events. Both my parents worked hard to take care of the family, however, without the right advice, as they got older that hard work started to dwindle away. Seeing the struggles that my parents and many Canadians continue to face is the reason why I decided to shift into a career that gives me the ability to educate others and to help build legacies.

     The earlier part of my career at RBC was spent helping clients with day-to-day banking needs including loans, mortgages, credit cards, and various investment vehicles. Fast forward to today, I’m proud to say I manage my own Wealth Management practice with RBC Dominion Securities. My team and I help individuals plan, preserve, and grow their wealth in ways that reflect their unique values.

     As a client, I dedicate my time in learning about you, your family, your business, and your goals for today and for the future. My team and I believe that helping you build your financial success depends on having a clear idea of what you want to accomplish in life, coupled with an understanding of your risk tolerance.

     My mission is to provide uniquely crafted, personalized financial management solutions that empower my clients to attain their financial objectives, build their wealth and protect their legacy, all while embracing the highest standard of excellence. 


My Wealth Management practice offers the following services:

  • Investment Management
  • Financial Planning
  • Tax Planning
  • Retirement Income Planning
  • Business Owner Planning
  • Estate Planning
  • Charitable Giving
  • Financial Literacy
  • Funding Education
  • Legacy Planning
  • Group Pensions and Retirement Savings Plans

How can we help?

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