Aligned Capital Partners Inc.
Kar-Wei Lam, CFA, is a seasoned Wealth Advisor and Portfolio Manager at Aligned Capital Partners Inc. and a Partner at Creative Planning Financial Group, actively involved in wealth planning and investment strategies since May 2018. Prior experience includes roles at BMO Nesbitt Burns where investment knowledge was distilled for clients, Fiera Capital Management as an Assistant Portfolio Manager, and Agilerus Investment Management as a Senior Investment Analyst, focusing on fundamental analysis of equities. Additionally, Kar-Wei Lam volunteered as a teacher at Mukwashi Primary School in Zambia in 2009, showcasing a commitment to education and community service. A Bachelor of Commerce graduate from the University of Manitoba, with additional education from Montpellier Business School, Kar-Wei Lam holds the Chartered Financial Analyst designation, specializing in investment analysis and portfolio management.
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