Joseph Hoover, Investment Advisor,Calgary, AB

Phone

Office

Office Location

Suite 900 421 7th Ave SW Calgary, AB T2P 4K9. map

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

Phone

Toll Free

(800) 449-5344

Fax

(403) 299-7984

Branch Phone

(403) 299-8600

Branch Fax

(403) 299-7984

Certificates

CFA

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

Protecting your assets
Maximizing your charitable giving
Finding tax strategies and solutions
Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect

Your Goals, Our Priorities

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.