Wealth Management Advisor, Professionals' Financial - Private Management
From his beginnings in finance, Nicolas Karaoglanian has shown exceptional dynamism. He has held various positions, including director of financial services, advisor and financial planner with several major Canadian financial institutions, serving in particular a clientele of physicians and other professionals. Throughout his career, Mr. Karaoglanian has strived for proximity with his clients in order to provide each with a highly personalized action plan, focused on achieving their personal and business projects. Holder of an MBA in financial services from the Université du Québec à Montréal (UQAM) (2005), Mr. Karaoglanian is also a Fellow of the Institute of Canadian Bankers (FICB) (2005) and he holds the title of Financial Planner from the Institut québécois de planification financière (IQPF) (2001).
CIRO member
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