Joe the Investor, Joe the Planner,
Joe the Tax Preparer
B.A.Sc. BCom, CFA
Fee-Only Financial Planner,
Toronto, Ontario, Canada
Telephone Number: (647) 286-8020
Fee For Service Financial Planning Advice
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Objective Financial Planning You Can Trust
We are your financial tour guide. We show you the shortest, easiest path to your financial goals.
We provide fee only financial planning which focuses on advice that is not tied to the selling of any product. We are offering an independent opinion that only serves you the client.
If any of the following below describes what you need, we can help:
I want to have confidence, simplicity and peace of mind with respect to your finances.
I want to save money on management fees.
I want advice that takes into account my whole situation - a holistic approach which includes taxation, investments, debt management, budgeting, estate planning as well as my personal needs, goals and preferences.
I have concerns about running out of money in retirement and how much I should be saving each year.
I want to know when to take my CPP/OAS benefits, and what assets to spend first?
I want to what I can pass on to my children.
I need help or guidance with implementation of the financial plan.
I want to have a second opinion on my current financial situation to know if I am getting good value from your current advisor or broker.
To be charged on a fee only basis for the work performed and not by the assets I have.
I want to better understand my financial situation.
I have small business or self-employed financial needs.
I want to consolidate my accounts and simplify my financial portfolio.
Joe the Investor is now a MoneySense Approved Financial Advisor!
For tax preparation, click the button.