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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
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Our Approach

Our approach is different. Because our clients are different.

What is most important to you? We will tailor a solution specifically for you, to maximize opportunities and mitigate potential challenges down the road. We apply disciplined, holistic, transparent and independent guidance, maintaining open and regular collaborative lines of communication, listening to you, and keeping you informed.

Our specialized team of experts are here to understand your life priorities and deliver on our commitment to:

  • Assess your financial goals and level of risk tolerance
  • Develop a strategic and effective in-depth plan based on your current financial picture
  • Put your customized investment plan into action, monitoring its progress over both the short and long term, with a responsibility to keep you informed based on your needs
  • Meet at your desired frequency to review your portfolio, re-evaluate and re-balance where necessary to achieve meaningful performance