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235 Yorkland Blvd, Suite 1200 Toronto M2J 4Y8
We offer tailor-made consultation and advice about keeping your business or personal objectives in mind. Our financial planning will help you realize your goals through a personalized and structured plan.
We will help you get the most out of your money, though a few simple tips and a structured approach. For one, we ensure that:
Karma Financial builds a portfolio that caters to you. Your portfolio, detailed in your Financial Plan, will reflect your unique objectives, life circumstances, risk tolerance, time horizon, growth expectations, and liquidity requirements. We have partnered with top financial institutions in Canada to provide you a wide range of quality investments, automatic rebalancing, and tax minimization strategies.
Depending on your investment knowledge, you may have already invested your wealth. Karma Financial can review your existing investments and prepare an assessment of your existing portfolio to evaluate performance, sustainability and congruence with your goals and objectives.
An initial portfolio assessment would consider the following:
We compare the results of our analysis to your investment plan to see where your portfolio is performing well and identify areas for improvement or rebalancing.