Our team

Joe has been providing unique and custom-made solutions to high and ultra-high-net-worth individuals and organizations all over the world since 1994 at RBC. Under his direction, his team delivers a superior full-service experience encompassing comprehensive portfolio management, tax, insurance, financial and estate planning services.

Joe takes a holistic approach to the wealth management process, weaving financial planning into investment management for better outcomes and greater client satisfaction. Part of this involves leveraging off the latest digital tools and his extensive network of experts. In addition, over the years, Joe has built a strong reputation as a specialist in managing the unique and often complicated needs of transborder and international clients.

Joe is a Chartered Investment Manager and Certified Financial Planner. He is a proud alumnus of two top Canadian schools: University of Toronto (B.A.) and University of Waterloo (M.A.). Joe has a long record of community service at the Oakville Soccer Club, coaching teams in the highest level of play in Ontario.