A Deeper Dive: Periodic Rebalancing

A strategy that helps ensure that your investments stay in line with your long-term strategic goals! Featuring Nguyen Dang. About us: Karim is a distinguished Senior Portfolio Manager at RBC Dominion Securities, renowned for his exceptional expertise and dedication to his clients. As a Chartered Financial Analyst (CFA), Chartered Professional Accountant (CPA), Certified Financial Planner (CFP), and Financial Management Advisor (FMA), Karim brings a wealth of knowledge and a proven track record to his role. With over four decades of experience in the financial services industry, he has earned a reputation as one of RBC’s most accomplished professionals. Karim’s unique blend of professional excellence, personal warmth, and global perspective makes him not only a trusted advisor but also a relatable and inspiring figure. Whether managing complex portfolios or building lasting relationships with clients, Karim approaches every endeavor with integrity, passion, and a commitment to excellence. Disclaimer: Nothing in this video constitutes legal, accounting, estate planning or tax advice and should not be relied upon as such. You are advised to consult with independent tax and legal advisors before taking any action based upon the information contained herein to ensure your won circumstances have been properly considered. All opinions and views expressed by the speaker(s) are not representative of views and opinions of RBC DS. All Information and opinions provided in this video are in good faith, but without legal responsibility.