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
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.
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.
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