Meet The Team
Senior Portfolio Manager
CFA®
PFP®
With over 25 years of financial services and investment experience, I am actively focused on providing comprehensive wealth management solutions to individuals and families, estates & trusts, and charitable and business organizations. As a Portfolio Manager with TD Wealth Private Investment Counsel, I provide a high level of personalized service for my clients.
I work with a talented group of TD specialists and have complete access to their expertise and the resources of TD Wealth and TD Bank Group. My role is to create a fully integrated and comprehensive wealth plan for my clients, by having the appropriate TD specialists brought in when required, to apply their specialized knowledge to a particular situation. This can range from investment management, to estate planning, and to credit and insurance needs. This collaboration is crucial to my client’s evolving needs from the accumulation of wealth to the preservation and transitioning of their wealth through every stage of their life.
I am a graduate of Ryerson University with a Bachelor of Business Management, and hold the Chartered Financial Analyst (CFA) designation. I am a member of the CFA Institute, as well as a member and Past-President of the Ottawa CFA Society. I hold the Personal Financial Planner Designation and I have also completed other industry courses such as the Certificate in Retirement Strategy. I am a Life Insurance Advisor with TD Wealth Insurance Services.
Outside of work, I enjoy spending time with my wife and two children, enjoying tennis, cycling and skiing, and I volunteer as a board member for a local not-for-profit organization.
Portfolio Manager
CFA®
PFP®
With over 17 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 a Portfolio Manager in the provinces of British Columbia, Ontario, Manitoba, Northwest Territory, Saskatchewan, 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.
English
Clarkson University, Potsdam, New York - Bachelor of Science, Financial Information Analysis
Client Relationship Associate
Client Relationship Associate
Private Client Service Associate
Private Client Service Associate
Additional TD Specialists
Tax and Estate Planner
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.