Matthew Karam

Matthew Karam
Matthew Karam

Investment Advisor

CFA®

CFP®

TEP

Tailored solutions in tune with your needs and the needs of those you care about

Phone

Office

(613) 782-3094

Office Location

360 Albert St, Suite 1100 Ottawa, ON K1R 7X7. map

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"Your best interests are my top priority."

To help ensure best-in-class service, Matthew has an unwavering commitment to building long-term trusting relationships with his clients.  Matthew will implement his wealth management process by providing tailored investment advice and customized wealth management solutions to meet your needs as a high net worth individual.  

Matthew will help preserve and grow your wealth through his investment offering which focuses on selecting high quality value investments with strong accounting fundamentals, as well as the implementation of tax efficient and globally diversified portfolios. 

In order to properly align his clients' financial goals with their investment portfolio, Matthew believes in creating a customized wealth plan for each of his clients.  These tailored plans focus on all areas of wealth management such as retirement analysis, tax efficiency, business succession, private corporations, trusts, charitable giving, estate planning, and legacy building.

Outside of the office, Matt loves spending time with his family. In his spare time, he is very active and enjoys various sports, particularly hockey, golf, and rock climbing.

Momentum Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

Phone

Toll Free

1(866) 287-1360

Fax

(613) 782-1189

Branch Phone

(613) 783-6197

Branch Fax

(613) 783-4075

Certificates

CFA®

CFP®

TEP

Languages

English

Education

B.Comm Finance Honours - University of Ottawa

Community Involvement

Junior Achievement Ottawa

Team Photo

Momentum Wealth Management

Most importantly, we will continue to uphold the highest client experience standards with each contact - your trust in us is our highest priority.