As a CERTIFIED FINANCIAL PLANNER (CFP^®) professional and Chartered Investment Manager (CIM^®), Sarim is responsible for supporting the team in investment management and personal financial planning. His depth of knowledge allows him to coordinate and collaborate with IG’s Advanced Financial Planning team to ensure clients are receiving the highest quality tax, estate and financial planning advice tailored to their goals.

Sarim obtained his Diploma in Financial Management in 2009 and Bachelor of Business Administration in 2011, both from the British Columbia Institute of Technology. Since then he has worked in various roles within the financial services sector covering institutional asset management and ultra-high net worth private client wealth management.

He joined IG Wealth Management in 2017 and teamed up with Woodward & Associates to focus and build on the strategic planning process. With a passion for data and detail, Sarim has learned from experience that establishing clarity surrounding client financial planning objectives and providing the peace of mind that comes along with this is the goal to building a strong and trusting client relationship.

Outside the office, he considers himself to be a citizen of the world having attended 10 primary schools and visited or lived in 30 countries before the age of 14. An avid traveller, he continues to share this enthusiasm with his family as well.