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?

  • 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?
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.

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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