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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 Partners

Tony Stephens
Estate and Insurance Advisor, Vice President

Tony Stephens is now in his sixth decade of working with high net worth clients.  He has excelled in a wide range of roles in the financial services industry and private consulting, and for the past 30 years has specialized in insurance and estate planning strategies.  His profound depth of experience allows his clients to feel very high levels of clarity, comfort and trust.

Exceptional speaking and listening skills are integral to Tony’s approach and have earned him accreditation by BMO Nesbitt Burns as an official media representative.  He has given keynote speeches to audiences of up to 800 for blue-chip organizations including BMO and Manulife Financial.

His listening skills are illustrated by an ability to take a very complex idea and turn it into something very simple – often by literally drawing a picture.  The benefit for clients is crystal clarity in their minds about what they are doing, and why they are doing it.

Tony Stephens is a woodworker, an avid golfer, and traveler with his wife, Pam.  They have been married for 26 years and have three sons.

 

 

 

 

Piero Mazza  CFP®, CFA, CIM, RPA
Senior Wealth Management Consultant

As a member of the Wealth Management Consulting team, Piero brings together the knowledge and experience of our in-house tax and estate professionals and works with Investment Advisors and their clients to develop sound wealth management plans.
He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving.
Piero has 15 years of experience in the financial services industry having worked for a large, Canadian brokerage firm and Insurance company as a financial planner providing comprehensive planning for their high net worth clients in the area of tax, estate, insurance and retirement planning.
Piero has a Business Degree, is a member of the Financial Planning Standards Council and the CFA Society of Toronto