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Karmelic, Stoyanov & Associates Private WealthManagementPRO

4950 Yonge St 21st Floor, North York, ON M2N 6K1

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★★★★★5.013 reviewsGoogle reviews

Toronto financial planner: Boutique financial planning for executives, retirees and families seeking coordinated retirement income, tax, estate and investment guidance. (IG Wealth Management Inc., Mutual Fund Division.

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ReviewsFrom Google

5.0
★★★★★
13 reviews
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Tracy Smith
9 months ago
★★★★★

I’ve worked with Mia for almost 10 years. She consistently provides thoughtful, astute advice that’s tailored to my unique situation, aligned with my risk tolerance, and grounded in my long-term goals. Mia combines deep expertise with genuine empathy. She shows real interest in what’s happening in my life and has been there for me through both the ups and downs, always offering steady guidance and perspective. Mia and her team have developed for me a solid, well-thought-out financial plan that allows me to envision my future clearly and make confident decisions along the way. I highly recommend her to anyone looking for a trusted, knowledgeable, and caring advisor.

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Wanda Toovey
9 months ago
★★★★★

My husband and I have happily been with Investors Group for over 30 years with only great things to say about our experience! We can always rely upon Mia, Stephan and the team with IG Private Wealth Management to provide superior advice and guidance in life's important financial decisions. Not only are they professional trusted advisors but also very personable which makes a rare combination! They make us feel like we are part of their family because they care. We have, and will continue to recommend them to our friends and family in order that they can also benefit from Mia's and Stephan's great financial advice.

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Christopher Lesjak
9 months ago
★★★★★

I have worked with Mia and Stephan for many years, trusting their financial and investment advice about my investment portfolio, estate, and retirement planning. I don't feel like a number, but rather a valued client - this is something that transcends other investment firms I've dealt with. They understand my investment and financial goals, as well as my short-term and long-term needs and requirements. I'd recommend them to anyone! As for the website, I love it! Easy to navigate, detailed, and listing out all the necessary content for existing and potential customers, very nicely done!

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4950 Yonge St 21st Floor, North York, ON M2N 6K1
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