Joe graduated from the University of Hawaii in 1991 with a degree in communications. In his final year, Joe was drafted by the Ottawa Roughriders Football Club, but completed his career with the Toronto Argonauts. During his time as a professional athlete, Joe accepted the challenge of becoming an Investment Advisor and retired from football in 1995. He understands the importance of partnership and teamwork within client relationships. Joe is committed to performance, quality service and clear communication.
Joe has earned the industry's highest designations, Certified Financial Planner (CFP) as well as Canadian Investment Manager (CIM). Coupled with his Portfolio Manager, options and insurance licenses, Joe provides a comprehensive approach to portfolio management and estate planning needs.
Born and raised in Hamilton, Joe is married, has four children and enjoys being active in his community. Currently, Joe is a member of the Hamilton Estate Planner's Council and has served on the executive committee for Tourism Hamilton. Joe places a high priority on community charities and youth groups, such as the Catholic Youth Organization where he served as committee member and the Hamilton Football Association where he is Minor Director. Previously Joe was the defensive co-ordinator for the McMaster University football program.
In turbulent market conditions, a broad, diversified plan is of paramount importance to any portfolio. Joe's team at RBC Investments is positioned to provide you with advice and planning necessary to make sense of complex and rapidly changing markets.