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Over his last 20 years in the financial services industry, Joe has developed a passion for investment and wealth planning. Since joining TD Bank Group in 2001, Joe has been helping families reach their wealth goals by using a holistic process that takes in to account each family's unique situation.
Joe graduated from the University of British Columbia with a degree in History and Economics and holds the Certified Financial Planner (CFP®) designation. He also holds the Chartered Investment Manager (CIM®) designation and completed the Certificate in Retirement Strategy.
Joe and his wife Claudia are both native Calgarians. With their two children, they enjoy travelling, sports and the outdoors.
The Quarry Group Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Branch Office: (403) 503-4488
Branch Fax: (403) 299-8639
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.