Team Members

It is our job to be in touch with you regularly and to determine your needs. We will always respond promptly. Whether you prefer to meet in person, call on the telephone or e-mail us, we can work with you in your medium of choice. Our state-of-the-art technology gives you constant access to the team you count on for so much.

 

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Karim Chahal
Independent Advisor
Financial Security Advisor

• Karim's career started in September 1987 - His first clash experience was the crash of 1987 on Monday October 19th.
• Academically, Karim has followed a Business Administration Program at Concordia University. He also has taken many H&R Blocks Tax return courses, the CSC Four Stocks Assignement courses.
• Karim is also accredited for Personal Life Insurance, Group insurance and Annuity Insurance.
• With over 20 years of experience in the financial services industry, Karim has been ranked several times Advisor of the Year.
• In 2004, he received The President Award from Manulife Canada.

Primary Functions

• Portfolio Construction
• Retirement Planning
• Tax Planning
• Insurance Planning

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Khaled Chahal
Executive Assistant

• Khaled plays an integral role in the day-to-day management of both client requests and the daily administrative needs of Karim's business.
• He is highly committed to delivering exceptional customer service.
• He is currently working towards his Canadian Funds Course (CFC) pursuit of becoming a licensed associate and is also pursuing a Business Degree at Dawson's Institute.

Primary Functions

• Administration
• Client Service

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