Joe is a 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 10 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.
The Ferris DiGregori Group is part of TD Wealth Private Investment Counsel, who represents the products and services of TD Waterhouse Private Investment Counsel Inc., a subsidiary of The Toronto-Dominion Bank.