Joe the Investor
Financial Services

What do you want?


  • Advice that is not tied to the selling of any product - an independent opinion?
  • Confidence, simplicity and peace of mind with regard to your finances?
  • Do you need help or guidance with implementation of the financial plan?
  • To know if you are getting good value from your current advisor or broker?
  • To be charged a fee for work performed and not by the assets you have?
  • Would you like a team of partners who can cover all aspects of financial planning such as insurance, taxation, estate planning and corporations?
  • Financial education to empower you to understand your financial situation?
  • Small business or self-employed financial needs?
  • To simplify your financial portfolio?
  • Make your financial picture efficient - such as saving 1% on your debt, investment and budget needs that can create thousands of dollars in new wealth before retirement?
  • Restructuring your finances to achieve your goals?


Telephone advice: Distance is no longer a barrier. All consultations can be done by telephone in the comfort of your own home, office or anywhere at your convenience saving you time and money.

Clink on the video link "What Is a Fee Only Financial Advisor?" to learn more about how the process works and how value is created for you:

To download our "What is an Independent Financial Planner" brochure, click here.
To download our "The Power of 1%" brochure demonstrating our value added, click here.

Ask about our client referral program: If you refer a client who pays for more than $500 in our services in one year, you will receive a payment of $100! There is no limit to the number of clients or whether you are an existing client or not.


If you are not looking for a consultation yet, but would like to see products on financial
strategies, click on the products page or the store link.

If you want to purchase our book or ebook, click on the book page.
To see a list of bookstores, clink on the bookstore page.

Financial Education

Visit our educational interviews on the "Media Guest Appearances" and "The QB Talk Show"
pages, as well as Written Articles and my Blog.

Contact us at 647-286-8020 or and we will be happy to assist you in your investment success. If you would like to sign up for our no obligation email newsletter, fill out the form below and indicate "newsletter" in the comments field. Under the new Canadian Anti-Spam Legislation, if you fill out this form, you agree to give express consent to receive this newsletter which will be valid until you choose to unsubscribe. 

Contact Information

If you would like to provide details on your needs, fill out this form and you will be contacted directly.

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Note: This site is intended for people who want to learn about the world of investments and how
to research for themselves. If you would like to buy or sell investment products, or specific advice
on investment products, tax or legal issues, please consult your investment advisor, accountant
or legal counsel. 

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