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Wednesday, December 4, 2024

Karan Malhotra, Investment Advisor- RBC Dominion Securities

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Description

Karan is an Investment Advisor with RBC Dominion Securities. In his role, he works with successful business owners, established families, and incorporated professionals. His client focused process has been developed and refined to put the pieces of that financial puzzle together. He strongly believes that more of his clients’ earnings should stay within their family, working hard for them; and he uses all available tax minimization strategies to increase the after-tax benefit to his clients.

He has been in the financial industry since 2009 and has a strong focus on continuous learning. He is a CFA Charterholder, CFP (Certified Financial Planner) and MBA. He volunteers with ERIEC (Edmonton Region Immigrant Employment Council), Junior Achievement, CFA Society Edmonton, RBC blood donation drive to name a few.

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Phone Number

7807099460

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