Lama Jarkas, B.Comm., F. Pl., Cim® Email & Phone Number

With over 21 years of experience in the financial industry, I have a proven ability to quickly establish trusted relationships and an excellent business acumen focused on long-term results and positive impact. My expertise includes comprehensive management of client relationships, with specialized focus on financial planning and portfolio management, as well as supervising teams of advisors and assistants. I possess an innate talent for managing affluent client relationships and have successfully implemented complex tax and estate planning strategies. I have also organized business development conferences and conducted training sessions dedicated to healthcare professionals in collaboration with professional associations. My expertise extends to a deep understanding of service offerings and portfolio management in the financial industry. I am recognized for my innovative spirit, entrepreneurial mindset, relational skills, rigor, and discipline.EXPERTISEMy success hinges on my ability to swiftly establish trust by engaging in active listening focused on details, lifestyle, and financial behaviour, thereby fully grasping the personality and needs of the client. - Emphasis placed on personalized approaches and service delivery, prioritizing customer satisfaction. - Proficiency in forging connections between client goals, portfolio management, and financial and tax planning. - Offering added value through comprehensive service packages tailored to the client and their family. - Skill in simplifying complex stock market concepts and sparking interest in investment opportunities. - Coordinating the involvement of internal and external experts within the firm across all aspects of financial planning, aligning with priorities, needs, and financial objectives: tax specialists, notaries, attorneys, portfolio managers, fiduciary services, financing, and risk management. - Advanced organizational skills and savvy execution leveraging cutting-edge technology to ensure an exceptional customer experience, delivering on all promises. - Technical expertise in managing intricate tax strategies: annual portfolio tax optimization, CDA, guidance on clinic sales, incorporation, tax structuring, and life transition-based disbursement optimization.- Comprehensive estate and tax planning support for professional clients and business leaders, including fiduciary services. - Commitment to compliance, ethics, professionalism, integrity, and respect for privacy.

Listed skills include Investments, Wealth Management, Financial Planning, Mutual Funds, and 16 others.