The Carlomusto Investment Team

We provide Private Wealth Management for Canadians

What We Do - For over 30 years, we have been working with Individuals, Families, & Entrepreneurs on what matters to them most. We provide advice, experience, & expertise in comprehensive Wealth Management.

Why we do it – we exist in order to simplify the financial affairs for High Net Worth Canadians.

Financial Planning | Retirement Planning | Investment Management | Estate Planning | Tax Planning

Why our clients are doing business with us

Our clients recognize the importance of having their investment strategies integrated among a complete financial plan.
We are adding value by being their trustworthy central partner for the management of their wealth.

Every element is designed to support your goals

Investment management

Benefit from rigour and discipline through market cycles with a suite of investment solutions aligned to your goals.

Private banking

Experience sophisticated banking expertise and services that deliver your unique financial vision and strategy.

Wealth planning

Access specialized expertise to structure, preserve and optimize your wealth.

Estate and trust

Access solutions for some of life's most significant decisions and shape your lasting legacy.

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Our Team

Joe Carlomusto Jr, CIM

Portfolio Manager
Senior Wealth Advisor

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Joseph Carlomusto Sr

Investment Advisor

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Vincent Salvatori

Associate Investment Advisor

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Darlene Marano

Client Associate

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Casey Kehoe

Financial Associate

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Address

Carlomusto Investment Team Address

63 Church Street

Ground Floor

St. Catharines, ON L2R 3C4

Telephone number: (905) 988-2979

Fax: (905) 988-2970

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