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
Your Goals, Our Priorities
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
Transfer of Wealth
Will and Estate Planning
Polly – Moving forward with the right financial plan
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
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.
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.