Kar-Wei Lam
Portfolio Manager @Aligned Capital Partners Inc.
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WORK HISTORY
Portfolio Manager @Aligned Capital Partners Inc.
CA
EDUCATION
CFA Institute
Chartered Financial Analyst - CFA, Investment Analysis and Portfolio Management
MBS School of Business
Exchange Program: Commerce
University of Manitoba
Bachelor of Commerce, Majors: Finance and International Business
SKILLS
ABOUT KAR-WEI LAM
Kar-Wei Lam, CFA, B.Comm (Honours)BACKGROUNDI work with my clients to uncover wealth planning opportunities and mitigate risks they may have otherwise overlooked. With nearly two decades of experience researching investments and working on pension plans, mutual funds and private client portfolios, my clients have the comfort in knowing they are receiving knowledgeable and thoughtful investment counsel. As a Chartered Financial Analyst (CFA Charterholder), I have extensive expertise in investment analysis and portfolio management. I believe in continual learning and professional growth, and serve as a knowledge centre for my clients for all matters related to wealth and risk management. I am licensed as a Portfolio Manager and Wealth Advisor. As a Portfolio Manager, I manage my clients wealth on a discretionary basis. This is an asset for clients who are busy and do not have the time to be involved in the day to day management of their investment portfolios.APPROACH - DEVELOPING A WEALTH PLANBy delivering outstanding service and creating a personalized wealth plan, I enable my clients to approach their financial future with dignity, confidence and peace of mind. I build client relationships based on a foundation of transparency, pro-active expectation setting and aligned interests.SUMMARYI strive to deliver- Wealth and estate planning for family, individual and business owners- Expert investment counsel and tailored portfolios- Risk management (including insurance solutions)- Tax optimization strategies- Financial education and- Philanthropic giving options.To discuss your wealth planning goals and concerns, please contact me at 41••••••37.Specialties: portfolio management, investment research, retirement & wealth planning, financial planning, tax optimization, estate planning, insurance advice, broad investment industry knowledge and Charter Financial Analyst (CFA Charterholder).Aligned Capital Partners Inc.(“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Financial planning, insurance and group benefit services are provided through Creative Planning Financial Group (CPFG). CPFG is an independent company separate and distinct from ACPI.
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