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Joseph Ciampa

Portfolio Manager

  • CFA®
  • PFP®

Our discovery and wealth management approach is driven by what matters most to you

With over 14 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 a Portfolio Manager with TD Wealth Private Investment Counsel, Joe is committed to providing a high level of personalized service for his clients. 
 
Our role is to not only build a customized investment portfolio for clients, but to also create a fully integrated 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 has worked on Wall Street with companies such as Bear Stearns and J.P.Morgan where he served institutional clients. Joe 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 British Columbia, Ontario, Manitoba, Saskatchewan, Quebec, and Yukon.
 
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. 

ADDITIONAL CONTACT

Toll Free: 1(800) 571-4456
Branch Office: (613) 782-1270

LANGUAGES

English

EDUCATION

Clarkson University, Potsdam, New York - Bachelor of Science, Financial Information Analysis

Meet The Team

We're redefining private wealth management.

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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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Markets soar on vaccine hope and a new U.S. president. But will the rally last?

Equity markets have surged as investors react to Pfizer announcing its COVID-19 vaccine may have a 90% effective rate and to a new president being elected to the White House. Anthony Okolie speaks with Michael Craig, Head of Asset Allocation at TD Asset Management.

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It seems our pandemic lifestyle will be here for longer than we originally thought and we better get used to it. Here's how a well-rounded financial plan can alleviate at least some of the stresses we may face.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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