Joe the Investor
Financial Services


  Joe Barbieri

  Objective Financial Planning You Can Trust
  Telephone Number with Area Code (647) 286-8020

What do you want?

 Click the Button for the Tax Preparation page 
  • Financial planning 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 on a fee only basis 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?
Joe the Investor is now a MoneySense Approved Financial Advisor! 

The MoneySense Approved rating is created for information purposes only and is not intended as financial advice. MoneySense Approved is not responsible for any advice or other communication provided to an investor by any Financial Advisor. Rogers/MoneySense makes no representations or warranties as to the suitability of any particular Financial Advisor and/or investment for a specific investor. Visit www.MoneySenseApproved/Methodology for the full methodology. To see my profile, visit my MoneySense profile.

Visit our Services page to see what options are suitable for you.

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.

Information and Financial Education

If you are looking for general financial information, visit our Resources page. Visit our educational interviews on the Media and The QB Talk Show pages, as well as Written Articles and my Blog.


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Contact Information

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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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