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.
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Financial Planning Web TV Appearances and Articles
April 2017 LowestRates.ca
Contributed to article: Does it Ever Make Sense to Borrow Money For a Down Payment?
February 2017 LowestRates.ca
Contributed to article: Clueless Millennials Grill Tax Expert About RRSPs
February 2017 The Globe and Mail
Contributed to article: Workers in the 'gig' economy face challenges in saving for retirement
January 2017 LowestRates.ca
Contributed to article: Netflix, Uber, Spotify: How big should your digital budget be?
September 2016 LowestRates.ca Blog
How To Do a Mid-Year Financial Checkup
August 2016 LowestRates.ca Blog
July 2016 LowestRates.ca Blog
June 2016 LowestRates.ca Blog
May 2016 LowestRates.ca Blog
April 2016 LowestRates.ca Blog
March 2016 LowestRates.ca Blog
February 2016 Community Captured Roncy
If you live in the High Park Roncesvalles area, there is an ad for my services in the Community Captured Roncy Magazine starting February 2016
November 2015 Interview at Turnaround Duo
Interview with Bahman Yazdanfar and John Berling Hardy at Turnaround Duo entitled "How the Financial Services Sector Operates"
October 2014 Interview at Tea At Taxevity
Interview with Promod Sharma at Tea At Taxevity entitled "How Much Money Do You Need To Obtain Financial Advice?"
July 2014 Interview at Tea At Taxevity
Interview with Promod Sharma at Tea At Taxevity entitled "Finding Value in Unexpected Places"
April 2014 Book Signing in Chapters, Woodbridge
Appeared in Snapd Woodbridge April Edition for Book signing in Chapters in Woodbridge
March 2014 Book Signing in Chapters, North York
Appeared in Snapd North York April Edition for Book signing in Chapters at Bayview Place
December 2013 Book Signing in Chapters, Brampton
Appeared in Snapd Brampton December Edition for Book signing in Chapters Brampton
November 2013 Interview on Today's Talk - Rogers TV
October 17, 2013 Article in Wealth Professional
Contributed to Article: Wealth Professional web site "Advisors Worried About Billionaire's Outrage"
December 2009 Article in Pension and Benefits Monitor
August 2009 Article in Pension and Benefits Monitor
June 2009 Article in Pension and Benefits Monitor