Joseph graduated from Carleton University in 1988 and from the University of Western Ontario Law School in 1991. He was called to the Ontario Bar in 1993.
He is an Associate Member of The Society of Trust and Estate Practitioners and a Member of the Carleton County Law Association.
Prior to joining RBC, he practised estate planning in private practice and served as Will & Estate Consultant with Royal Trust Corporation.
He was an instructor for the Ontario Bar Admission Course in Estate Planning and Administration and has been an instructor at the University of Ottawa Law School since 2003 teaching the Will & Estate course.
An experienced insurance and estate planning professional, Tom is a valuable member of your advisor’s team. His passion is helping clients build, protect and transfer personal and corporate wealth using a planning-based approach.
Tom has over 25 years of experience in the financial services industry. He has a Bachelor of Economics from Carleton University and has obtained his Certified Financial Planner and Chartered Life Underwriter designations. He is a member of the Estate Planning Council of Ottawa and is a board member and Chair of the Finance Committee for St. Patrick’s Home of Ottawa.
Away from the office, Tom enjoys golf, curling and running, as well as proudly supporting Ottawa’s sports teams.