50 Burnhamthorpe Road West
Joe Karim, CFA, CFP®, CIM, FMA, FCSI
With 17 years experience as a Financial Planner, Joe has been helping families achieve their financial goals by providing advice on Investment Planning, Tax Planning, Retirement Planning, Estate Planning, Insurance Planning and Education Savings Planning. Joe works with a team of highly skilled professionals to develop and implement specific strategies designed to help build, protect and transfer wealth to future generations. Joe takes pride in providing exceptional service and unbiased advice.
Joe is a member of CFA institute and is a holder of the Chartered Financial Analyst® (CFA®) designation. A strong believer in continuing education, he has also achieved the CERTIFIED FINANCIAL PLANNER® designation, Chartered Investment Manager (CIM) designation, Financial Management Advisor (FMA) designation and is a Fellow of the Canadian Securities Institute.
In his spare time, Joe appreciates spending quality time with his wife and two daughters. He is also a sports enthusiast who especially enjoys hockey, football and basketball.