Joe the Investor, Joe the Planner,

Joe the Tax Preparer

Joe Barbieri,

B.A.Sc. BCom, CFA

Fee-Only Fi​nancial P​lanner,

Toronto, Ontario, Canada

​Telephone Number: (647) 286-8020


Fee For Service Financial Planning Advice

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. 

Joe Barbieri is currently the President of Joe the Investor, which operates a fee only financial planning, education and consulting practice with the Joe the Investor brand.

Joe Barbieri has Bachelors' degrees in both Civil Engineering and Commerce from the University of Toronto. Joe Barbieri holds a Chartered Financial Analyst (CFA) designation from the CFA Institute.

About Us

An Experienced Fee-For -Service Financial Advisor 

​He has worked in the Financial Services sector for over 15 years, with over 10 years on the institutional side of the business. He has covered positions on the consulting, investment manager and client side of the institutional table before going into financial planning. 

He has worked for many companies including The Toronto Dominion Bank, State Street Bank, Russell Investment Group (Frank Russell Canada), Franklin Templeton Investments and OPSEU Pension Trust.

In terms of hobbies, Joe Barbieri reads about economics, taxation and investment research. He spends a lot of time learning about various health topics as well as container gardening, soap making, walking in nature and cycling. Joe is an avid tennis player in the summer months and plays floor hockey in the winter time. More recent interests include sketching and oil painting. 

If you would like to make an inquiry or sign up for our no obligation email newsletter, fill out the form below and indicate "newsletter" in the comments field. Only the fields marked with an asterisk (*) need to be filled out. If you want to make an appointment and want to communicate desired dates and times, this can be done on the form as well. 

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.