Joseph DiGregori
Senior Portfolio Manager
CFA
B.Comm.
Working together to help you achieve what truly matters to you
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Joe is a Senior Portfolio Manager with TD Wealth Private Investment Counsel in Toronto where he provides highly customized discretionary portfolio management services to high net worth clients, including Canadian families, corporations, trusts, and foundations. This includes a comprehensive discovery of client goals, objectives, and desires to produce an investment portfolio that is well-suited to help meet the ongoing and dynamic needs of each individual client.
Joe also strongly believes that financial considerations outside of traditional investment management are extremely important in helping clients attain their goals. In collaboration with TD specialists, detailed financial and estate planning, tax management, and charitable gifting strategies are important factors that he considers when developing long-term strategies for his clients.
With over 15 years of financial services experience, Joe has a Bachelor of Commerce degree from the University of Toronto, specializing in Finance and majoring in Economics and holds the coveted Chartered Financial Analyst (CFA) designation.
Joe lives in Toronto with his wife Rachelle and daughter Alice.
Certificates
CFA
B.Comm.
Languages
English
Education
Bachelor of Commerce from the University of Toronto
Learn more about our team
The Ferris DiGregori Group
Our team provides bespoke wealth and investment management solutions to a select group of personal and institutional clients including high net worth families, business owners, professionals, foundations, trusts, and corporations. We have extensive experience working with wealthy clients from diverse backgrounds and provide holistic wealth solutions to help meet their distinct needs.