Matthew Karam
Phone
Office Location
Born and raised in Ottawa, Matt graduated with a Bachelor of Commerce (Finance) degree from the University of Ottawa. Soon after, he began his financial services career with TD Direct Investing as an Investment Representative. Most recently, he spent five years at MD Management as a Senior Financial Consultant, providing investment advice and financial planning services to physicians and their families. Having always wanted to become a full-service Portfolio Manager, Matt took the opportunity in March of 2017 to join TD Wealth Private Investment Advice and the Momentum Wealth Management team.
Matt's investment offering 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 better align his clients' financial goals with their investment portfolio, Matt believes in creating a customized wealth plan for each client. In collaboration with TD specialists, these tailored plans focus on the various areas of wealth management such as retirement analysis, tax efficiency, business succession strategies, private corporations, trusts, charitable giving strategies, estate planning, and legacy building.
Outside of work, Matt loves spending time with his family. He also enjoys various sports, particularly hockey, golf, and rock climbing.
Phone
Fax
(613) 782-1189
Certificates
CFP®
CFA
TEP
Languages
English
Education
B.Comm Finance Honours - University of Ottawa
Community Involvement
Junior Achievement Ottawa

Momentum Wealth Management
- Comprehensive financial planning.
- Tax efficient wealth solutions.
- Aligning our compensation structure with your best interests.
- Maintaining a rational and objective view of the markets.

