Wealth Management Professionals
Introductions to appropriately registered firms for personalized investment advice and portfolio management.
Karma Financial
Professional partnerships
Education and introductions to qualified wealth management and other professionals.
Professional Collaboration
Connecting you with the right expertise
Karma Financial provides general financial education and introductions to qualified professionals when specialized services are appropriate.
Our principal referral focus is wealth management. We may also facilitate introductions to licensed insurance advisors, accountants, lawyers and other specialists. We do not provide investment management, securities recommendations, legal or tax advice through Karma Financial.
Licensed Insurance Advisors
Introductions for insurance needs assessments, product advice and applications through authorized firms.
Accountants & Tax Specialists
Corporate and personal tax advice, subject to the professional's qualifications.
Estate & Business Lawyers
Wills, shareholder arrangements, estate planning and succession matters.
How referrals work
We discuss your general needs and, with your consent, may introduce you to a participating professional. You choose whether to proceed. The receiving professional is responsible for suitability assessments, advice, service terms and any regulated activity.
Compensation and conflicts: Karma Financial may receive one-time or ongoing referral compensation where permitted. This creates a potential financial incentive to refer to participating firms. Applicable compensation details, conflicts and required disclosures will be provided before a compensated referral proceeds. Clients remain free to choose other providers.
Explore a professional introduction
Tell us what kind of expertise you are looking for.