Karl J. Krokker, CIWM, CIM, CFP
Portfolio Manager, Senior Wealth Advisor
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Karl Krokker has over two decades of experience offering customized advice and guidance to a select group of clients, on a broad range of wealth management issues. He is a trusted advisor to leading entrepreneurs, affluent families, C-suite executives, family foundations and medium-sized institutions.
Karl graduated from the University of Western Ontario, and holds numerous designations from the Canadian Securities Institute including:
- Certified International Wealth Manager (CIWM)
- Chartered Investment Manager (CIM®)
- Certified Financial Planner (CFP)
My Team
Karl J. Krokker
Portfolio Manager
Senior Wealth Advisor
Senior Wealth Advisor
Neeti Neeti
Administrative Assistant