About Joe and his team

Joe graduated from the University of Hawaii in 1991 with a degree in communications. In his final year, he was drafted by the Ottawa Roughriders Football Club and went on to complete his football career with the Toronto Argonauts. In 1995, he retired from football and took on the challenge of being an Investment Advisor. Joe’s background in sports led to a deep understanding of the importance of teamwork and communication. He is strongly committed to providing his clients with quality service and advice. Joe has earned two of the industry’s highest designations, Certified Financial Planner (CFP) and Chartered Investment Manager (CIM). Also a Portfolio Manager with options and insurance licenses, he provides a comprehensive approach to portfolio management and estate planning.

In turbulent market conditions, a broad, diversified plan is of paramount importance to any portfolio. Joe and his team are positioned to provide you with the advice and planning necessary to make sense of complex and rapidly changing markets.

Born and raised in Hamilton, Joe is married, has four children and enjoys being active in his community. Currently a member of the Hamilton Estate Planner’s Council, he has served on the executive committee for Tourism Hamilton as well as the board of directors for Crime Stoppers. Joe places a high priority on charities and youth groups, such as the Catholic Youth Organization where he served as a committee member. He also enjoys promoting and developing youth football in the Greater Hamilton Area. Joe coaches football at the University level and is a Facilitator/Evaluator for Football Canada.