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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

Request Meeting

How We Do It

How we do it (we use a four step Wealth Management Process)

(1.) We determine both your short-term and long-term goals & objectives

(2.) We draft YOUR personalized Financial Plan and long-term strategy for your review and approval. This involves using both our in-house experts and your outside tax accountant in order to cover all aspects of your finances.

(3.) We build a customized wealth management strategy in order to accomplish your goals & objectives. This includes establishing the proper asset allocation based on your life stage as well as offering strategies to grow your net worth and generate income during your retirement years.

(4.) We continuously review our results and make adjustments as necessary in order to keep YOUR personalized Financial Plan on track and up-to-date. As we know, our finances & life stages are always evolving & changing.

“In a nutshell, we help you establish and maintain a Financial Plan in order to simplify your financial affairs and ensure you don’t run out of money in retirement.”

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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.