SafeBridge Private Wealth
Chris Karram is a seasoned financial professional with over two decades of experience. Currently serving as Managing Partner at SafeBridge Private Wealth since January 2020, Chris co-founded the firm to provide innovative wealth management strategies for Canadian families. As a tax and insurance expert, real estate and private equity investor, and social entrepreneur, Chris focuses on the needs of affluent clients. Additionally, Chris holds the position of Chief Strategy Officer and Managing Partner at SAFEBRIDGE Financial Group since 2006, aiming to advance the practices of financial and mortgage professionals. Previous roles include Financial Advisor at Carte Wealth Management Inc. (2019-present), Investment Planning Counsel (2006-2019), and Sun Life Financial (2001-2005), along with early experience as an Account Executive at Nexvisionix (2000-2001). Chris holds an Associate of Arts degree in Accounting and Biblical Studies from Briercrest College and Seminary.
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SafeBridge Private Wealth
There are endless places to look for run-of-the-mill financial ideas – for general advice that suits the majority of people most of the time. But what happens when your needs aren’t typical? Families that are building wealth quickly have different needs, and that means you need someone who understands you, and understands how to help. As an individual you’re limited to what opportunities you can access, and as a client of a traditional banking or investment provider, you’re limited to what conventional institutions can offer you. That’s why we developed the process, expertise and due diligence to access the kind of financial opportunities that are outside the purview of most institutions, and out of reach for most investors. The result is a unique ability to provide custom tailored solutions for emerging affluent and high net worth families. If you can buy it online, you can't buy it here. **Mutual Funds provided trough Carte Wealth Management Inc. **Segregated Funds and Insurance provided through Qualified Financial Services **Mortgages provided through TMG SafeBridge Mortgage Solutions Inc.