We are firm believers in the Goldilocks Principle: that everyone has a size that is 'just right' for them. Thus, this statement implies there is no 'one size fits all' solution.
An all encompassing financial plan that includes but is not limited to insurance, investment, taxes, and lending, should take your personality as well as your specific needs and goals in consideration.
This financial plan should take everything into account for your Short-term, Mid-term and Long-term goals.
Founder, Amir Karami was born and raised in Tehran, Iran and immigrated to Toronto with his family in 2007. After graduating from Lakehead University with a BSc, he moved back to Toronto in 2012 and joined Sunlife Financial where he worked as a financial advisor and an insurance agent.
In 2014 Amir Joined Prime Service to work as an independent insurance advisor.
Shortly after in 2017, Amir Karami achieved the prestigious designation of Certified Financial Planner and has been helping individuals achieve their financial goals since.