For over a decade, Karl has provided imperative wealth management solutions to affluent business owners and high net–worth families. The goal is to achieve greater confidence in his clients’ financial futures and a longer-lasting legacy for their families.
To ensure long-term success for his clients, Karl believes in building a solid foundation before diving into more complex investment vehicles.
Wealth planning is his top priority, and he leverages the latest strategies to mitigate taxes, shield against liabilities, and optimize efficiency.
Karl’s approach to diversification includes non-traditional asset classes, and he incorporates innovative techniques while staying true to his disciplined values.
Over the years, Karl has won multiple awards. Most recently, he received the Top 50 Advisors and Young Gun of the Year awards by Wealth Professional.
- Top 50 Advisors 2021 – Wealth Professional
- Young Gun of the Year 2021 – Wealth Professional
- Top Advisor – Manulife Securities 2017
- Top Advisor – Manulife Securities 2015