Associate

Image of Kartik Iyer.

Associate

+1 604 669 3136
Kartik Iyer
, CIM, PFP

Born in Mumbai, India, my passion for financial markets took root during my postgraduate studies. After earning a Master’s degree in Management Studies from the University of Mumbai, I began my career in financial services as a sell-side broker before transitioning to the buy side as an investment specialist. Over the past two decades, I’ve worked across the full spectrum of the investment landscape—advising private clients, institutions, and family offices throughout India and the Middle East.

In 2021, my family and I made the exciting decision to relocate to Canada, settling in Vancouver. Since then, I’ve expanded my professional experience within the Canadian financial sector, working with one of British Columbia’s leading credit unions in their wealth management division.

In 2025, I joined DM as an Associate on the Client Services team, where I support both private and institutional clients. My ongoing passion for equity markets and portfolio management continues to drive my intellectual curiosity and professional growth. I hold the Chartered Investment Manager (CIM) and Personal Financial Planner (PFP) designations and have completed Level II of the Chartered Financial Analyst (CFA) program.

Outside of work, I enjoy spending time with my two teenage daughters while doing my best to stay current with Gen Z slang. As new immigrants, we love exploring Canada’s natural beauty and often embark on road trips to discover more of this incredible country.