Karpiuk Group
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Welcome to the Karpiuk Group
At the Karpiuk Group our committment to our clients and thier families is our first priority. We focus on long-term and hollistic wealth management pratices and innovative investment solutions to mitigate risk and reduce taxes. We believe that a sound finanical plan is the catalyst for the maximization and protection of wealth.
Meet Our Team
Paul Karpiuk
Senior Wealth Advisor
“In the past 25 years, I have learned the best way to run my practice is through truly listening to my clients wants and needs. A plan that may work for one person or family will not necessarily work for another. That is why I am a high proponent of knowing my clients and fully knowing and understanding all my products. I am constantly working to find new & innovative products and ways of incorporating these into my clients’ plans to shield them from risks and aim to give the most robust returns. I strive to determine the best ‘investment portfolio recipe’ for short and more importantly long term wealth accumulation and preservation. An encompassing investment plan includes much more than just a selection and implementation of financial instruments, which is why I created the Karpiuk Group to address all my client needs such as portfolio and financial planning as well as maximizing after tax returns.”
Philip Marion, CIM®
Managing Director Foster Family Office
“Paul and I share the view of the importance of individually tailoring each clients’ portfolio to meet their individual needs. As a portfolio manager, I am keenly aware of the importance of integrating alternative investment products into clients’ portfolios which decrease volatility and market risk. I believe that a well planned and well balanced portfolio is the best way to plan for retirement and avoid unexpected market crashes or tax bills at the end of the year.”
Victor Todorovski, CFA®, CFP®
Portfolio Manager, Financial Planner
“In my many years financial services experience I have found that providing clients with holistic financial planning advice is paramount in ensuring long-term financial stability and success. It goes beyond simply managing one’s investments; it entails a comprehensive approach that encompasses all aspects of a client’s life. By considering factors such as income, expenses, savings, investments, debt management, insurance, estate planning, and personal goals and values, holistic financial planning creates a roadmap for a secure and prosperous future. In a world where financial landscapes are constantly evolving, holistic financial planning serves as a compass, helping clients to achieve financial well-being and peace of mind.”
Alixandra Albert
Associate Advisor
“As I work towards my portfolio management designation, I am constantly learning the importance of long-term, aggregate financial planning. I often act as the intermediary between our advisors and their clients for day-to-day requests. I act as more of a ‘big picture’ thinker and organize parallel ideas to create a roadmap to prosperity.”
“My investment returns with Foster have been way above par – unfortunately so is my golf score. However, I don’t worry about my investments, so I have plenty of time to work on my golf.”
JOE J., TORONTO, ONTARIO
Client since 2002