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Joe Pearce

Tel: 905-337-8956
Fax: 905-337-2033
Toll Free: 1800-289-7798

132 Trafalgar Road
Oakville, ON
L6J 3G5


Joe focuses on conservative time proven solutions which address his clients needs. Guided by the firm’s top ranked equity research, he delivers advice honestly and suitably. His process allows ample time to identify his client’s objectives and understanding of risk tolerances. An appropriate strategy is developed and guidelines established. His annual meetings are designed not only to update his client’s circumstances, but also promote a forum for discussing progress in a frank and open manner. Clients walk away from the meeting with questions answered, knowing which direction they are headed