What our clients are saying about us…
We value the trust clients place in us and our business. We foster this trust by always seeking feedback and open dialogue. Testimonials from our clients, some of whom have been with us for over a decade, provide a glimpse into the real-life experiences of working with Peak Horizon Wealth. Read on to hear what our clients are saying about us.
Karim's financial services are truly situated in the full sense of 'service' in that they are tailored to our specific needs and our comfort level. Investments are rigorously researched, and recommendations are always thoughtfully shared. Karim's passion for financial planning, investments, estate planning and general life planning come through in his advice, communications, and overall work ethic. We are grateful to have the reassurance that our financial decisions, under Karim's guidance and care, are in a very good place.
A. DePalma & K. Brikaras
My wife and I were having difficulties dealing with cross-border issues associated with her parents’ estate. Our tax accountant told us about the good experience her clients had had with Raymond James. So, we made contact and became clients of Karim. His knowledge, warmth and attentiveness has given us confidence as we face our full retirement in the coming year. His advice has been invaluable, and we count him as a friend as well as our adviser.
R. & P. Leggett
We have been using Karim Halani as our financial advisor for almost 10 years now. We have found him to be very approachable and easy to deal with. Not only has he given us sound financial advice, but he also explains his reasoning and strategies and takes the time to do regular reviews of our accounts. He likes to maintain a close relationship with us, and he is very responsive to our needs. He has always made himself available, whenever we have questions or concerns. He takes it upon himself to monitor our accounts and advises us if he has any suggestions or guidance. We would have no hesitation in recommending his services to others.
M. & P. Wintraub
Over the past ten years, Karim has been a significant part of my life. Karim has been integral in navigating many complex financial assets, including but not limited to equity investments, insurance, and estate planning. He has shown to have a granular yet vast pool of knowledge. His fantastic attitude and passion for all his clients always come through in all conversations. Through his guidance and diligent work, I have gained tremendous confidence in my financial future.
B. Patel
I have known and dealt with Karim (as my Financial Planner) for over 10 years. Karim is very knowledgeable, professional, and easy to work with. He takes his time to help me (and my family) with various aspects of financial planning from RRSPs and TFSA (simpler) to Estate Planning (more complex). He takes his time to understand what my goals and dreams are, and how he can help me realize them. There is never any pressure, and he explains everything in as much detail as I need. I am very happy with Karim and his approach to financial planning. I have also recommended him to family and friends. They are as pleased with Karim as I am.
A. Peera
Karim provides me with sound, comprehensive investment knowledge with a backdrop of economic factors and how they may influence the market. I require this information, so I am better informed about my investments, during these challenging times. He’s an individual who is well read and will not advise you on investments, which he himself would not venture into.
S. Kherani
Karim has provided me with his services for over 10 years. I have been absolutely delighted with his services. It is a pleasure to work with a financial advisor who focuses on my needs, circumstances, and preferences. Karim is passionate about his work and has a vast depth of knowledge. What I appreciate the most is Karim’s calm and sensible manner, his patience and ability to explain investment and financial matters in simple plain English. I would highly recommend his services to anyone!
A. Kassam
Karim has looked after our investments and retirement planning for seven years now. We have always appreciated his responsiveness and willingness to educate us on his strategies. He has helped us to define our goals, both short-term and long-term.
J. & C. Nardi
My sister introduced Karim Halani to my husband and I. We weren’t happy with our current advisor at that time. We were looking for someone easy to talk to and knowledgeable. We are now going on almost ten years with Karim. We find Karim to be genuine and warm. He keeps in touch with us regularly about our investments. He has a great sense of humour. He ensures we understand our statements and has never pushed us into doing anything. I have called him many times for advice on other topics. He is generous with his time.
S. & H. Kherani
The thing that separates Karim from all the other financial institutions and planners, is that he cares about all his investors like his own family. The best thing Karim did for me was at the time that I joined, I had been burned by another investment company that left me with big losses. The company eventually was investigated and then dissolved. All the investors were angry and destroyed. Karim was able to find things in that company that belonged to me, and I was so happy to have received more money than I thought was possible. I remember other investors cried about their losses more losses than me.
J. Spellman
