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Joseph Hoover

Investment Advisor

  • CFA®

Working together to help you achieve what truly matters to you


As a part of the Brother's Wealth Advisory Group my primary role is to perform equity analysis, and portfolio construction. His background as a CFA® Charterholder provides the knowledge to help ensure client portfolios are aligned with their broader wealth management goals. Though his focus is on portfolio design, Joe leverages a variety of TD specialists at his disposal within TD Wealth – helping to introduce new ideas to the team, and their clients.

Focus on Planning:

Before recommending an investment strategy our team works though a wealth plan with you, and your family. Recognizing that no two clients are alike, we take the time to listen - and understand your particular circumstances, goals, and aspirations. 

A little about me:

I grew up in Vancouver, BC – eventually leaving to attend the University of Calgary where I completed a Bachelor of Commerce degree from the Haskayne School of Business.  Following University, given my desire to work in Wealth Management I made the choice to enroll in the Chartered Financial Analyst (CFA) program to enhance my investment knowledge through this rigorous and globally recognized program. I am now a proud holder of the CFA designation, and enjoy giving back by attending events and sharing information on the program with University students.

When not in the office my wife, and I do our best to escape to the mountains - whether hiking in Kananaskis, or cross country skiing with our dog many of our weekends include an outdoor pursuit.

Please feel free to give me a call if you have any questions about your existing investment strategy.


Brothers Wealth Advisory Group  is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank. All trademarks are the property of their respective owners. ® The TD logo and other trade-marks are the property of The Toronto-Dominion Bank

ADDITIONAL CONTACT

Toll Free: (800) 449-5344
Fax: (403) 299-7984
Branch Office: (403) 299-8600
Branch Fax: (403) 299-7984

We're redefining private wealth management.

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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You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Ottawa unveils massive stimulus plans as economic recovery loses momentum

Ottawa released an update on the health of the country’s finances, revising up its projected deficit this year to $382 billion.  Anthony Okolie speaks with Derek Burleton, Deputy Chief Economist, TD Bank, about the magnitude of the deficit and the outlook for economic recovery. 

Tax-Loss Selling

Chris Gandhu, High Net Worth Planner at TD Wealth, joins Kim Parlee to talk about tax-loss selling.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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