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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
Joe Barbieri has written articles on many topics and several of them have been published in Pension and Benefits Monitor magazine, which is suited for a Canadian institutional investor audience. More recently, Joe has published articles in Ezine articles, Seeking Alpha,WhoTrades.com, LinkedIn Pulse,Lowestrates.ca and was quoted in The Globe and Mail and Wealth Professional. The last two organizations are also listed in the Media Appearances page.
January 2017 Common Asked Questions About The RESP
May 2016 Estate Laws For Ontario
April 2016 So You Want To Start A Small Business?
March 2016 What Is a Robo-Advisor?
February 2016 How Does the GST-HST Work?
Gold and Silver
October 2012 Differences Between Investing in Gold and Silver
September 2012 What Are the Reasons For Investing in Gold?
June 2012 Do You Need Life Insurance?
February 2014 Understanding the Principles of Insurance
March 2015 The Cost of Passive Fund Investing
February 2015 The Cost of Active Investing
January 2012 Are You Diversifying Enough?
September 2013 Why Is Dividend Investing So Popular?
February 2013 How Much Does it Cost to Manage Your Investments?
November 2012 Using Returns to Pick a Mutual Fund
November 2013 How Do I Save For My Education?
November 2011 Do You Pay Down Your Mortgage or Invest in an RRSP?
September 2011 The Overreaction of September 2011
June 2013 What To Do If Interest Rates Rise?
November 2014 What Is Short Selling and How Do I Do it?
Money Guides and Strategies
Mortgages and Lending
November 2015 How To Obtain An Unorthodox Loan
October 2015 What Factors Are There In Obtaining a Loan?
Pensions and Retirement
August 2014 Can My Pension Payout Change?
July 2014 Tax Savings on Retiring Allowances
June 2014 What if Retirement Plans Change?
February 2012 What Can I Do With My Defined Contribution Pension Plan?
September 2014 Should I pay For My Child's Education?
October 2013 What is Retirement?
May 2014 The Psychology of Rewards Programs
July 2012 The Psychology of Regret and Investing
October 2011 Occupying Your Wallet
August 2013 Do I Buy or Do I Rent?
Taxes and Estate Planning
May 2015 Should I Incorporate My Business?
April 2015 Rental Income and Taxes
January 2014 Is the Corporate Class Structure Beneficial For You?
April 2014 Estate Planning For People With Disabilities
May 2013 Things To Ask Your Tax Preparer
March 2014 Planning For People With Disabilities
April 2012 General Tax Strategies
July 2013 Converting an RRSP Into a TFSA
February 2012 How Do I Use the TFSA Account?
Pension and Benefits Monitor Magazine Submissions
December 2009 Laying Down the Infrastructure Concept
September 2009 Why Are You Buying Bonds?
August 2009 The Origins of the Subprime Fiasco in the U.S.