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Joe believes that long-term relationships with clients must be earned; and that starts by listening. You may have heard this before. The difference is that Joe practices it - not just in the first meeting, but throughout the relationship. Joe works with his clients in a straightforward manner. No false promises. No jargon. No nonsense. He takes the time to ensure that his clients understand how their money is invested and are comfortable that the solutions provided are consistent with their goals, their situation, and their preferences.
Your financial well-being depends on seeing the "big picture" and making sure that everything fits together. It's not just about how quickly your investments are growing. It's also about minimizing taxes. It's about how well protected you and your family are from the uncertainties of the market and from life itself. That's why Joe is supported by a team of professionals with over 95 years of combined experience in financial services. Depending of your needs, Joe and his team offer a full suite of financial solutions including investment advice, wealth protection and insurance solutions, estate planning, trust services and charitable giving strategies.
If you believe your financial well-being deserves more attention, please call or email Joe for a "no obligations" conversation.
Toll Free: (866) 994-9299
Branch Office: (905) 707-2021
Branch Fax: (905) 707-2049
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
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