Portfolio Manager, Creative Planning Wealth Management of ACPI
Kar-Wei began her career as a financial analyst at Procter & Gamble but was drawn to investment management on Bay Street. Since 2000, she has worked in asset management at Royal & SunAlliance and Fiera Capital, progressively working through roles as a trader, senior analyst, and assistant portfolio manager managing institutional and private client funds.
As part of her commitment to the community, Kar-Wei was a volunteer member of the CFA Society Toronto (CFAST)’s Mentorship Committee for nearly a decade and will be joining the Board of Directors in the position of Director, Programming Vice-Chair starting in the 2022-2023 board term.
Kar-Wei graduated from the University of Manitoba with a Bachelor of Commerce with majors in Finance and International Business and has been a CFA charterholder since 2004. She is currently completing her Certified Financial Planner designation.
Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through Creative Planning Wealth Management of ACPI, an approved trade name of ACPI. Only investment-related products and services are offered through Creative Planning Wealth Management of ACPI and covered by the CIPF. Financial planning, insurance and estate planning services are provided through Creative Planning Financial Group. Creative Planning Financial Group is an independent company separate and distinct from Creative Planning Wealth Management of ACPI.
