Luke Karpovich

Investment Advisor & Financial Planner @RBC Dominion Securities

Calgary, AB, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2024 — Present

Investment Advisor & Financial Planner @RBC Dominion Securities

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Calgary, FR

EDUCATION

2011 — 2016

University of Calgary

Bachelor’s Degree, Finance Major

SKILLS

ResearchMicrosoft OfficeTime ManagementTeamworkPowerpointMicrosoft ExcelCustomer ServiceFinanceLeadershipSocial Media

ABOUT LUKE KARPOVICH

Luke is an Investment Advisor and Financial Planner who guides individuals, professionals, and business owners through all stages of their financial lives. With over seven years of experience as a licensed advisor, Luke continuously expands his wealth management knowledge and skills through ongoing education. He has obtained the Certified Financial Planner (CFP) and Personal Financial Planner (PFP) designations to aid clients with even the most complex financial situations.Professional investment management, financial planning, Will and estate planning, and insurance solutions are just a few of the essential matters Luke addresses when working with his clients.A born and raised Calgarian, Luke earned his Bachelor of Commerce in Finance from the University of Calgary. Outside of the office, he enjoys exploring new local restaurants or pop-up activities with his wife, Tiffany, and hiking in the Rockies with their Boston Terrier, Lila.

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Luke Karpovich — Investment Advisor & Financial Planner at RBC Dominion Securities in Calgary, AB, CA | Unifers