AeroLeads people directory · profile
Carl Achkar Cim®, Fcsi® Email & Phone Number
Portfolio Manager and Senior Investment Advisor
at
iA Private Wealth
1 work email found
@holliswealth.com
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Portfolio Manager and Senior Investment Advisor
Location
Oakville, Ontario, Canada
Who is Carl Achkar Cim®, Fcsi®? Overview
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Quick answer
Carl Achkar Cim®, Fcsi® is listed as Portfolio Manager and Senior Investment Advisor at iA Private Wealth, based in Oakville, Ontario, Canada. AeroLeads shows a work email signal at holliswealth.com and a matched LinkedIn profile for Carl Achkar Cim®, Fcsi®.
Carl Achkar Cim®, Fcsi® previously worked as Portfolio Manager and Senior Investment Advisor at Mangrove Wealth Group and Portfolio Manager at Holliswealth, A Division Of Ia Securities.Inc..
Company email context
Email format at iA Private Wealth
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*@holliswealth.com
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AeroLeads found 1 current-domain work email signal for Carl Achkar Cim®, Fcsi®. Compare company email patterns before reaching out.
Profile bio
About Carl Achkar Cim®, Fcsi®
The best thought-out plan has no value if it’s not backed by flawless execution. This is why I put a premium on the executive team that supports me and on the importance of integrating everyone’s efforts seamlessly.
Listed skills include Investment Management, Risk Management, Retirement Planning, Coaching, and 11 others.
Current workplace
Carl Achkar Cim®, Fcsi®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Ia Private Wealth
Website
AeroLeads page
6 roles
Carl Achkar Cim®, Fcsi® work experience
A career timeline built from the work history available for this profile.
Portfolio Manager And Senior Investment Advisor
Current
Jul 2020 - Present
Portfolio Manager And Senior Investment Advisor
CurrentMANGROVE WEALTH DESCRIPTIVEINDEPENDENT. INTEGRATED. INNOVATIVE.® Experience the Iᶾ Relationship.INDEPENDENTTo consistently offer unbiased advice, our structure is built to prevent any conflicts of interest. By investigating your available investment options and by drawing on our network of professionals, we discover a unique solution for every client. It’s only through the transparent free flow of information that your peace of mind can truly be achieved.INTEGRATEDTo address your various wealth management needs and adapt to them as they change, professionals will advise you depending on where you stand: if you are accumulating assets and want to reach financial independence, if you’re already there and want to protect what you’ve built, or if you own a business and want to create your legacy.INNOVATIVETo uncover opportunities that will put you in control, we have designed all of our internal processes around finding ways to challenge the norm and ourselves. By collaborating with our clients and empowering them to ask the right questions, we will stay ahead of the curve and evolve as you do.
Apr 2012 - Present
Portfolio Manager
Holliswealth, A Division Of Ia Securities.Inc.
May 2019 - Jan 2021
Senior Investment Advisor
Holliswealth, A Division Of Ia Securities.Inc.
Apr 2012 - Jan 2021
Financial Advisor
Aug 2008 - Mar 2012
FAQ
Frequently asked questions about Carl Achkar Cim®, Fcsi®
Quick answers generated from the profile data available on this page.
What company does Carl Achkar Cim®, Fcsi® work for?
Carl Achkar Cim®, Fcsi® works for iA Private Wealth.
What is Carl Achkar Cim®, Fcsi®'s role at iA Private Wealth?
Carl Achkar Cim®, Fcsi® is listed as Portfolio Manager and Senior Investment Advisor at iA Private Wealth.
What is Carl Achkar Cim®, Fcsi®'s email address?
AeroLeads has found 1 work email signal at @holliswealth.com for Carl Achkar Cim®, Fcsi® at iA Private Wealth.
Where is Carl Achkar Cim®, Fcsi® based?
Carl Achkar Cim®, Fcsi® is based in Oakville, Ontario, Canada while working with iA Private Wealth.
What companies has Carl Achkar Cim®, Fcsi® worked for?
Carl Achkar Cim®, Fcsi® has worked for Ia Private Wealth, Mangrove Wealth Group, Holliswealth, A Division Of Ia Securities.Inc., and Manulife Securities Incorporated.
How can I contact Carl Achkar Cim®, Fcsi®?
You can use AeroLeads to view verified contact signals for Carl Achkar Cim®, Fcsi® at iA Private Wealth, including work email, phone, and LinkedIn data when available.
What skills is Carl Achkar Cim®, Fcsi® known for?
Carl Achkar Cim®, Fcsi® is listed with skills including Investment Management, Risk Management, Retirement Planning, Coaching, Tax Planning, Estate Planning, Financial Advisory, and Financial Analysis.
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