Karim Kherani
Wealth Planning Coach @BMO
Ottawa, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2023 — Present
Wealth Planning Coach @BMO
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Ottawa, ON, CA
EDUCATION
1989 — 1992
Massachusetts College of Pharmacy and Health Sciences
Bachelor of Pharmacy (B.Pharm.)
1986 — 1988
University of Alberta
Science
2012 — 2014
University of Ottawa / Université d'Ottawa
Master of Business Administration (M.B.A.)
ABOUT KARIM KHERANI
Providing subject matter expertise around wealth planning practices. Including expertise for planning strategies, including investment and retirement planning, transition planning, estate planning, personal taxation, insurance, and wealth planning strategies for corporations. Collaborating in partnership with frontline planning professionals to build and update wealth plans supporting the client digital planning experience.
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