Joe is confident in his ability to go beyond investment advice to address the wide range of concerns related to his clients’ financial and life goals. He is especially known for his disciplined, thoughtful, rational and patient approach in helping high net-worth families address their financial concerns and fosters confidence in their future by bringing the leverage of the leading wealth management firm in Canada.
Joe’s career at RBC Royal Bank started in 2000. Among the different positions he served over the years, he was mostly known as a successful financial planner and private banker providing customized wealth advice ranging from personal banking solutions, investment strategies, and lending facilities.
In recognition of his success, Joe has been the recipient of the RBC Performance conference in 2014.
As an Investment Advisor at RBC Dominion Securities, it allows him to bring clients' objectives at the forefront of our 360-degree approach in a comprehensive and dynamic wealth management.
Whoever the client Joe works for, he continuously goes beyond expectations thanks to the high-quality standards imposed on himself and on his team members.
Listed below are some of Joe’s education achievements and designations;
· Bachelor of Commerce (B.Comm) - Concordia University
· Financial Planner (F.Pl.) - Institut québécois de planification financière (IQPF)
· Chartered Financial Analyst (CFA) – CFA Institute
In his spare time, Joe practices physical training & yoga, and enjoys eating healthy and listening to music.
