fbpx Karim Kherani | Advisorsavvy
Change your cover photo
karim.kherani
Change your cover photo
Karim Kherani

Senior Financial PlannerCognito Financial GroupOttawa, Ontario

My personal experience as a business owner plays a large part in the advice I offer my clients. Focused largely on the small-to-medium business sector, as well as professionals, I provide strategic direction on corporate structure, estate planning and risk management.

With a Bachelor of Science in Pharmacy (I was a pharmacist for 23 years) and an MBA, my credentials and experience lend themselves well to advising small-to-medium business owners and professionals on important financial decisions – decisions that can mean the difference between a business that thrives and one that flounders.

I have always enjoyed helping people make sense of their finances. As a good listener and skilled problem-solver, I provide my clients with sound solutions and strategies for both the short- and long-term.

This user account status is Approved

Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Family Business Planning Retirement Income Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Planner

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Ontario

Certification/Additional Courses ?

CFP® CHS™

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Annuity Exchange Traded Fund (ETF) Guaranteed Investment Certificate (GIC) Mutual Fund
Subscribe now and get 12 Smart Questions Everyone Should Ask Their Financial Advisor