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CIBC Wood Gundy
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About CIBC Wood Gundy
St. Catharines
63 Church Street
Ground Floor
St. Catharines, Ontario
L2R 3C4
Map Link
Tel: (905) 688-2013
Toll Free: +1 (800) 263-7264
Fax: (905) 988-2970

The Carlomusto Investment Team

Toll Free: (800) 263-7264
joseph.carlomusto@cibc.ca

Joseph Carlomusto

Titles & Designations

Languages Spoken

  • English
  • Italian

Specialties

  • Advisory & Professional Investment Management Services
  • Insurance
  • Fee-based Accounts
  • Registered Education Savings Plans (RESPs)
  • Registered Retirement Income Funds (RRIFs)
  • Registered Retirement Savings Plans (RRSPs)
  • Managed Money Accounts
  • Financial Planning Services

Licensed In

  • Alberta
  • British Columbia
  • Quebec
  • Ontario

 

HomeOur PhilosophyWhat We DoIntegrated Wealth
Management		FeesThe TeamMarkets and
Client Login		About
CIBC Wood Gundy

The Carlomusto Financial Group

Joseph Carlomusto Sr.
Vice-President, Investment Advisor

Joseph Carlomusto Jr,CIM
Associate Investment Advisor

Jennifer McNulty
Investment Advisor Assistant


1 St. Paul Street
Suite 1003
St. Catharines, Ontario
L2R 7L2


Tel: 905 688-2013
Toll Free: 1 800 263-7264
Fax: 905 988-7970
carlomustofinancialgroup@cibc.ca

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Cost of our Services

We pride ourselves on providing our clients with fully transparent advice and full disclosure on the costs associated with our advice. This means you will always know how we manage your assets, how we are compensated, and how much we are compensated.

We will proactively keep you informed about what is going on in the marketplace and how it does, or does not, affect your portfolio.

Below is a wheel which illustrates what portion of our costs are allocated to providing our clients with value added services such as executing trades, detailed reporting, investment research, asset allocation and investment selection, financial planning, tax reporting and organization to provide to your accountant, and exclusive client events.


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CIBC Wood Gundy is a division of CIBC World Markets Inc., a subsidiary of CIBC and a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.