- 1001 Champlain Avenue, Suite 300, Burlington
- (905) 399-2786
- info@ownwealthmanagement.ca
Own Wealth Management is a family-focused financial planning company with years of valuable experience helping multi-generational clients realize and reach their financial goals. We dedicate our time to getting to know our clients, their wants and needs and tailor their financial plan accordingly. All in all, we make wealth management simple.
We provide a wide range of financial services that are completely tailored to the meet the wants and needs of our clients.
Retiring comfortably may seem miles away, but with the proper financial plan set in place, it doesn’t have to be. We’ll help you envision your retirement and turn those dreams into reality by making your money last as long as you need it.
The costs of education continues to rise but you don’t have to let that affect your children or grandchildren. Did you know that there are various grants, scholarships and student loan options available? We’ll go over all of the options available to your family.
Running your own business takes a lot of hard work and dedication, so leave your legacy behind with the proper exiting plan in place. Professional business succession is vital to ensuring a seamless transferring of ownership. We can make that happen.
If there’s been a sudden death in the family or you can no longer work for any reason, you need to have the proper measures in place to protect yourself, your assets, and your lifestyle.
Retiring comfortably may seem miles away, but with the proper financial plan set in place, it doesn’t have to be. We’ll help you envision your retirement and turn those dreams into reality by making your money last as long as you need it.
The costs of education continues to rise but you don’t have to let that affect your children or grandchildren. Did you know that there are various grants, scholarships and student loan options available? We’ll go over all of the options available to your family.
Running your own business takes a lot of hard work and dedication, so leave your legacy behind with the proper exiting plan in place. Professional business succession is vital to ensuring a seamless transferring of ownership. We can make that happen.
If there’s been a sudden death in the family or you can no longer work for any reason, you need to have the proper measures in place to protect yourself, your assets, and your lifestyle.
We know that planning for your future can be stressful. After all, no rule book came with your money, so how are you supposed to know how to put your money where it truly matters in order to protect your assets and your family? That’s where we stand out from the crowd; we ensure to explain every step of your tailored plan to you according to your wants and needs. While our financial experts do all of the hard work for you, we want to ensure you fully understand what’s needed of you to reach your own goals so you are part of the process and so we can establish a trusting, long-term relationship.
Joe Karim has worked in the financial services industry for over 20 years, providing investment and financial planning advice to clients, families, and businesses. Joe’s focus is building strong relationships with his clients, and providing an integrated, streamlined wealth management experience. Joe’s priority is his clients’ financial well-being and peace of mind, tailoring his approach to better understand their lifestyle, goals, and needs.
The world of investments and wealth management is extremely dynamic. Joe knows his clients deserve the best service and advice, so he is committed to ongoing professional development. Joe has obtained the internationally recognized Chartered Financial Analyst (CFA) designation, along with the Certified Financial Planner (CFP), Chartered Investment Manager (CIM), and Financial Management Advisor (FMA) designations). In recognition of Joe’s industry education achievements, he has been named a Fellow of the Canadian Securities Institute (FCSI). Keeping informed on new investment vehicles and industry trends ensures that Joe’s clients can feel confident making informed decisions about their financial future.
Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through ACPI. Only investment-related products and services are offered through ACPI and covered by the CIPF. Financial planning and insurance services are provided through Own Wealth Management. Own Wealth Management is an independent company separate and distinct from ACPI.
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