Toll Free: 1800-289-7798
132 Trafalgar Road
“To work with clients who want their assets managed like a pension fund."
The landscape in the world of pensions has changed dramatically over the last two decades. As defined contribution pensions become the norm, individuals are taking on more responsibility for the outcome. Retirement no longer occurs at a pre-determined age or time. Clients preparing for, transitioning into, or already retired, find Joe’s services very relevant.
Joe brings 40 years of experience in the investment industry to the table to service his clients. Having worked in financial markets through- out his career Joe has the advantage of seeing first- hand the strategies that work and fail over the long haul.
As clients look forward to retirement it is important that they have a sound investment strategy, equally important is the application of a disciplined process that allows the client to stay the course. Joe believes in building enduring client relationships, managing their assets like a pension fund, so that goals are met while providing peace of mind.
A SOUND INVESTMENT PARTNERSHIP
The financial landscape seems to be getting more complex every day. Working with an experienced investment advisor like Joe combined with the up to date technology within BMO allows you to feel confident the most effective tools are being utilized to meet your financial goals. In addition to dedicated financial planners Joe has access to a team of experts who can work on behalf of his clients including accountants, lawyers, insurance professionals, and tax and estate specialists. This is a combination you want working for you.