RIA: Certified Karim Allibhai, CPA, CA, CFA, MBA
Mr. Allibhai is a Portfolio Manager with the Robertson Investment Group at Odlum Brown Limited, an independent, full-service investment firm. His team offers personalized investment portfolios under a responsible investment mandate. They offer responsible investment portfolio management services to high net worth clients, integrating environmental, social and governance (ESG) considerations into portfolio construction and into the voting of clients’ proxies. Karim’s role focuses on providing value-added services with a focus on financial and tax planning.
Karim is also a member of CFA Institute’s Practice Analysis Working Group and was elected to the CFA Society Vancouver’s Board of Directors in 2021, joining its Executive Committee in 2022. He believes in giving back to his community and currently volunteers with SFU Beedie School of Business by conducting mock interviews for SFU students.
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Charitable giving
Minimum Account Size
$500,000+
Investor Type Dealt With
Individual
Institutional
Type of License
IIROC
Provinces Licensed In
- Alberta
- British Columbia
- Nova Scotia
- Ontario