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Joe Karim

Investment Advisor

Tel: 905-897-9339
Fax: 905-897--5229

Joe Karim

Address
50 Burnhamthorpe Road West
Suite 1400
Mississauga, ON
L5B 3C2
Map

Contact Me

Meet the Team

Joe Karim, CFA, CFP®, CIM, FMA, FCSI

Investment Advisor

Tel: 905-399-2786
Fax: 905-897-5229
Toll Free: 1-844-897-9576

Email: Joe.Karim@nbpcd.com
 

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.

Stephanie Sankovic

Sales Assistant

Tel: 905-897-0101
Fax: 905-897-5229
Toll Free: 1-844-897-9576

Email: Stephanie.Sankovic@nbpcd.com

Stephanie joined BMO Nesbitt Burns as a Sales Assistant in September 2015. She graduated with a Bachelor of Arts (Honours) from Queen's University, and went on to complete a certificate in Event Management from Humber College. Her background consists of wealth management, mutual fund, and private equity experience. In her spare time, Stephanie enjoys travelling, reading, and spending time with her family.