senior portfolio manager investment and wealth advisor at rbc dominion securities inc @ RBC Wealth Management Dominion Securities
Canada
Karim Jandali
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The University of British Columbia
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FlashIntel GPTKarim Jandali is a highly experienced financial professional with 22.8 years of work experience. Based in Canada, he specializes in strategic financial planning, financial advisory, wealth management services, and investments. Karim's team works with clients to develop comprehensive understanding of their specific needs and goals. He specializes in income/asset protection, estate and wealth transfer, risk management, business succession, retirement funding, family issues, and philanthropy. Karim's expertise and dedication make him a valuable asset in achieving ultimate wealth and financial goals.
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About
As you make progress towards achieving your goals in life, you may discover your financial situation becoming increasingly complex. When you reach this stage and require professional assistance with the management of your wealth, Karim Jandali and his team can help.We work with our clients to develop a comprehensive understanding of their specific needs and goals. As we examine issues relating to income/asset protection, estate and wealth transfer, risk management, business succession, retirement funding, family issues and philanthropy, we are able to lay out a life-long financial blueprint.Learn more about me and how to achieve your ultimate wealth and financial goals by visiting https://ca.rbcwealthmanagement.com/karim.jandali
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senior portfolio manager investment and wealth advisor at rbc dominion securities inc
Investment Management
Karim Jandali's Professional Milestones
- Vice President | Investment Advisor (2001-01-01~): Building a strong portfolio with effective investment strategies, enabling clients to achieve their financial goals.
- senior portfolio manager investment and wealth advisor at rbc dominion securities inc (2001-01-01~): Streamlined risk management processes, leading to improved client satisfaction and improved portfolio performance.
Education
Skill
Strategic Financial Planning
Financial Advisory
Wealth Management Services
Wealth Management
Investments
Investment Advisory
Wealth
Investment Strategies
Securities
Investment Management
Bonds
Alternative Investments
Equities
Mutual Funds
Retirement Planning
Financial Planning
Certification
Colleagues
Rachid Idrissi, CPA, Pl. Fin.
Idrissi Wealth Management | Portfolio Manager & Wealth Advisor chez RBC Wealth Management Dominion Securities
Scott MacKinnon
Branch Director
Dane Morrison
Senior Portfolio Manager | Wealth Advisor
Anthony Pucci
Senior Portfolio Manager | Wealth Advisor
Joe Lambrecht, CFP®, ChFC®, CLU®
Senior Vice President | Financial Advisor | Senior Portfolio Manager | Portfolio Focus
Other Named Karim Jandali
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Karim Jandali works for RBC Wealth Management Dominion Securities
Karim Jandali's role in RBC Wealth Management Dominion Securities is senior portfolio manager investment and wealth advisor at rbc dominion securities inc
Karim Jandali works in the industry of Investment Management
Karim Jandali's colleagues are Rachid Idrissi, CPA, Pl. Fin.,Scott MacKinnon,Dane Morrison
Karim Jandali's latest job experience is senior portfolio manager investment and wealth advisor at rbc dominion securities inc at RBC Wealth Management Dominion Securities
Karim Jandali's latest education in The University of British Columbia
