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

Email: Joetheinvestor.today@gmail.com

Fee For Service Financial Planning Advice

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

The Skinny on Robo-Advising


July 2016 LowestRates.ca Blog

The RESP and How it Can Help Your Kids


June 2016 LowestRates.ca Blog

TFSA Basics Explained


May 2016 LowestRates.ca Blog

Three Types of Financial Advisors and How to Choose One

​How To Benefit From Term Life Insurance


April 2016 LowestRates.ca Blog

Everything You Need to Know About Choosing a Financial Advisor


March 2016 LowestRates.ca Blog

Should I Use a TFSA or an RRSP to Save For Retirement?


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

February 2016 Edition page 13
March 2016 Edition page 6 
April 2016 Edition page 7

May 2016 Edition page 7


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

Interview for his book "What Is Your Money Telling You?" on Today's Talk - Rogers TV in Brampton, Ontario


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 

Pension and Benefits Monitor Magazine Laying Down the Infrastructure Concept


August 2009 Article in Pension and Benefits Monitor 

Pension and Benefits Monitor Magazine Subprime Mortgages and the US


June 2009 Article in Pension and Benefits Monitor 

Pension and Benefits Monitor Magazine Subprime Mortgages in Canada on page 17


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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