Profile
“Success is when we resolve a client’s issue, and they feel supported and genuinely happy with the outcome”
George Louca,
3LANE Finance
Carl Achkar is a Portfolio Manager and a Senior Investment Advisor at iA Private Wealth. He holds the designations of CIM® (Chartered Investment Manager) and FCSI® (Fellow of the Canadian Securities Institute).
Achieving success as an accomplished professional and being renowned for his strategic vision is the result of Carl’s ambitions.
An established client base and stellar reputation is a testament to his astute investment approach and personal determination. Along with these qualities, he runs his practice with transparency, integrity, and commitment to excellence.
“My challenge was to keep growing my business while servicing my existing clients and managing their portfolios,” he says. “In order to put my clients interests first, I built a team of associates to provide exceptional service to help navigate their financial journey. We continuously monitor and adjust our client’s plans to adapt to changing market conditions and personal circumstances.”
Carl has been able to lead his team forward and feels his strongest professional qualities are a consistent hard-working mindset by always giving his 110 percent. He sets an example of excellence for his associates and staff while consistently showing up for his clients.
He caters to clients seeking to preserve and protect their assets by surrounding himself with a team of experts such as accountants, lawyers, insurance advisors, and mortgage specialists. Along with Carl, these experts are here to provide insights and advice for clients to make the best-informed decisions.
Carl says, “Effective wealth management is not just about investments but about creating a holistic strategy that encompasses all aspects of your financial life.”
To build rapport and ensure clients know they have a financial advocate they can trust and rely on, Carl is proactive with regards to clear and open communication. He sends weekly updates on the market and economy while meeting with clients throughout the year to review their portfolio.
This methodical and connected approach produces positive outcomes and has earned him a reputation as an advisor who is there for his clients. Carl’s biggest professional achievement is the gratitude clients show him for bringing value and making a difference in their financial life.
“Receiving referrals from existing clients is a sign of trust that I am delivering on my promises and helping them achieve their goals,” he says.
In a crowded and competitive advisor market, Carl stands out and, as a result, has been recognized by Wealth Professional as a 5-Star Advisor 2025
285-2655 North Sheridan Way, Mississauga, ON
289 291 3326
carl.achkar@iaprivatewealth.ca
linkedin.com/in/carlachkar
carlachkar.com
Carl Achkar
Portfolio Manager, Senior Investment Advisor, CIM®, FCSI®
iA Private Wealth
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Bio
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Profile
Special Report
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Bio
Milestones
Special Report
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Bio
Milestones
“I recognise the need to build a stronger brand presence online that differentiates us from the many other brokers and bankers in the market”
George Louca,
3LANE Finance
2017
2018
2020
2023
2025
Obtained the Chartered Investment Manager designation
Year
Inducted as a Fellow of the Canadian Securities Institute
Year
Portfolio Manager, Senior Investment Advisor, Insurance Advisor
2019–
Present
Achieved PFP designation and entered the President’s Circle, recognizing top national performers
2023
Successfully mentored three advisors to independence and currently leading a team of emerging professionals
2025
Milestones
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
One of his most pressing challenges is incorporating a social media presence into the business, which has already been successful in terms of repeat business and referrals.
“I recognise the need to build a stronger brand presence online that differentiates us from the many other brokers and bankers in the market,” he adds. “My focus is on being more active on Instagram, Facebook and LinkedIn, which increases visibility and reinforces our position as a firm that consistently solves problems and delivers results.”
George approaches his work with passion and commitment and excels at solving problems, working closely with clients, and building something meaningful for them and the business.
A people person at heart, he finds satisfaction in making a difference. He often puts in long hours, not out of obligation, but because he cares about the work and the growth of 3LANE Finance.
However, it has been an intricate process to ensure his team are onboard with his vision. Kuhn places importance of explaining his targets and the blueprint to achieve them.
He adds, “The biggest challenge is getting everyone comfortable with the pace that I’m looking for to drive our buildout and growth. How I deal with it is by being open and transparent, and responsive to questions or concerns. This way, everything gets thoroughly discussed and resolved.”
With almost four decades in the industry, Kuhn has developed methods that have consistently delivered. It is why he has been tasked with so many leadership roles and he intends to maintain his focus on creating more success at Westfield Specialty.
“I think I am and have always tried to be methodical. I look at the big picture yet stay focused on executing the different opportunities or plans that I have in front of me. I don’t get emotional or make emotional decisions.”
Chief underwriting officer of executive risk at Chubb
President of financial insurance solutions at Kemper
Chief underwriting officer at Axis Capital
CEO of global Insurance at Endurance
CEO of global Insurance at Sompo International
George and his team attract and keep clients by delivering tangible results and personalising the process. Most of their work comes from referrals or repeat business, reinforcing that they are doing the right thing. He takes the time to understand what each client needs financially and emotionally and treats their challenges like his own.
“If we do our job well, there’s no reason for them to look elsewhere,” he adds. “Success is when we resolve a client’s issue, and they feel supported and genuinely happy with the outcome.”
He is most proud of building the brokerage from a one-person operation to a six-person team in 2025. That growth was never part of his original plan, but the company took on a life of its own thanks to strong demand, repeat business, and steady referrals.
“I see that growth as a direct reflection of the service we’ve delivered and the trust we’ve earned,” George reflects.
3LANE Finance is known for its expertise in securing commercial finance for various clients, including medical professionals, childcare operators, professional services firms, property investors and small business owners.
MPA named George Louca to its prestigious Top Commercial Brokers of 2025 list, recognising his standout performance by total commercial loan volume over FY24.
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