Ali Karimi

Ali Karimi, CFA, is a results-driven Portfolio Manager with over a decade of experience in holistic wealth management for high-net-worth families, corporations, endowments, and non-profit organizations. Currently employed at TriCert, Ali integrates tax planning, financial planning, and investment management solutions for clients. Ali has previously held positions as an Associate Portfolio Manager at Scotia Wealth Management and has worked with various financial institutions including BMO and TD Wealth. Currently pursuing a Bachelor of Business Administration in Finance at York University, Ali is also enrolled in courses at the Canadian Securities Institute.