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With over 13 years of financial services and investment experience, Joe is actively focused on providing comprehensive wealth management solutions to individuals and families, businesses, estates and trusts, and charitable organizations. As an Associate Portfolio Manager with TD Wealth Private Investment Counsel, Joe is committed to providing a high level of personalized service for his clients.
As part of a team, we have access to the expertise and resources of TD Wealth and TD Bank Group when needed. Our role is to not only build a customized investment portfolio for clients, but to also create a fully integrated and comprehensive plan by having the appropriate professionals brought in to apply their specialized knowledge to each situation. This includes expertise in tax and estate planning, insurance, banking, and credit. Collaborating with TD specialists is crucial to the evolving needs of our clients from the accumulation of wealth to the preservation and transitioning of their wealth through every stage of their life.
Joe is a graduate of Clarkson University at Potsdam, NY with a Bachelor of Science degree in Financial Information Analysis. He is a CFA® charterholder and also holds the Personal Financial Planner (PFP®) designation. Additionally, Joe is a Life Insurance Advisor through TD Wealth Insurance Services and is registered as a Portfolio Manager in the provinces of Ontario and Quebec.
Outside of work, Joe enjoys spending time with his wife Maria and children Michael and Emilia. He also plays a variety of recreational sports including golf and softball.
Toll Free: 1(800) 571-4456
Branch Office: (613) 782-1270
Clarkson University, Potsdam, New York - Bachelor of Science, Financial Information Analysis
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
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