Matthew Karam

Matthew Karam
Matthew Karam

Portfolio Manager

CFP®

CFA

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., 11th Floor Ottawa, ON K1R 7X7. map

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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

Toll Free

1(866) 287-1360

Fax

(613) 782-1189

Branch Phone

(613) 783-6197

Branch Fax

(613) 783-4075

Certificates

CFP®

CFA

TEP

Languages

English

Education

B.Comm Finance Honours - University of Ottawa

Community Involvement

Junior Achievement Ottawa

Team Photo

Momentum Wealth Management

At Momentum Wealth Management, our goal is to provide you with value-added wealth solutions to best achieve your financial goals. We are committed to maximizing your wealth by emphasizing these four core principles:
  • Comprehensive financial planning.
  • Tax efficient wealth solutions.
  • Aligning our compensation structure with your best interests.
  • Maintaining a rational and objective view of the markets.