Zuhrah Karim Dad, CFA, F. Pl.
Ms. Karim Dad, a graduate of McGill University in Economics and Finance embarked on her finance career over a decade ago, fueled by a passion for translating numbers into tangible success stories. Building upon her academic foundation, she deepened her expertise with a certificate in Financial Planning from IQPF in 2016. Specializing in advising high-net-worth individuals and families, Ms. Karim Dad offers a comprehensive suite of financial services, including planning, estate management, and bespoke investment strategies. Her extensive tenure as a financial planner has fortified her holistic approach to wealth management, enabling her to optimize her clients' financial landscapes.
Driven by a relentless pursuit of excellence, Ms. Karim Dad earned the prestigious Chartered Financial Analyst (CFA) designation, enriching her proficiency in investment portfolio analysis and management. This heightened knowledge empowers her to craft sophisticated investment portfolios tailored to her clients' unique goals and preferences.
Embracing the ethos of collaboration and expertise, Ms. Karim Dad has cultivated partnerships with top-tier multidisciplinary professionals, amplifying the benefits to her clientele. She understands that superior knowledge begets superior outcomes.
At the core of her success are her unwavering discipline, empathy, integrity, and results-driven approach, which steer her clients towards financial prosperity in harmony with their individual values.
In her leisure moments, Ms. Karim Dad delights in culinary exploration, nature immersion, and worldly discoveries.
