COMPANY
ABOUT US
Khan Financial is a financial advisory and consulting firm based in Oakville, Ontario. Through our main office in Toronto and our satellite locations, we focus on serving the Greater Toronto Area. We specialize in personal financial services in the areas of planning, wealth management, insurance, tax and estate planning. Our consulting services cover a variety of investment-management related services catered to high-net-worth households, financial advisors, family offices and small asset management firms.
OUR VISION
Our vision is to be a leading provider of financial advisory solutions. We strive to achieve this through a relentless focus on client satisfaction. We will continue to seek out superior products and services for our clients and partner with leading financial vendors. Through additions to our in-house team and partnerships with field experts, we will enhance our capabilities for the mutual benefit of our clients.
OUR MISSION
Our mission is to create a better financial future for our clients. We will achieve this by always acting in their best interests and placing their well-being above our own. We are committed to understanding their needs, goals and priorities and helping them achieve their objectives with a competitive suite of products and services.
OUR STORY
A Passion for Finance
The firm’s foundation is built on the extensive education and experience of it’s founders in the areas of finance and accounting. Early on, our founders recognized how strong financial acumen can lead to better judgement and improve decision making in financial decisions.
Investment Management
Investment management remains our core offering. Over 20+ years, we’ve refined our skills in financial analysis, quantitative research, asset allocation and security selection.
Integrated Financial Planning
We offer standalone or integrated financial planning, in areas including wealth management, insurance, tax and estate planning.
Financial Advisory for Individuals & Businesses
As we extend our existing suite of services to business owners and add more capabilities in specific areas of accounting and business consulting, we strive to be a leading provider of financial advisory solutions.
Our Leadership
As Managing Director, Kamran Khan oversees the day-to-day operations of Khan Financial and sets the strategic direction for the firm.
Kamran brings over 20 years of experience in financial services, with deep expertise in investment management. Prior to starting Khan Financial, Kamran was a Portfolio Manager covering U.S. and global equities with a boutique Canadian asset manager. He also held positions in equity research, quantitative analysis and risk management with one of the big six Canadian banks.
He graduated with a business administration degree from York University and was awarded the prestigious Chartered Financial Analyst (CFA) designation in 2000. Over the past 20 years, he has continued his education and training in areas including accounting, taxation, alternative investments and financial planning.