Joe applies his 3 decades of business experience, including 20 years in the financial services industry, in his role as Certified Financial Planner and Investment Advisor. Specializing in assisting business owners as well as retired & semi retired individuals, Joe works with international clients living a cross border and 'snowbird lifestyle', (a forte he established as a dually licensed Financial Advisor in Canada and the US).
Joe believes that the dominant determinant of investment success is investor behavior and by coaching and nurturing the correct behavior, the clients he serves will be able to more adeptly reach their goals.
Active in his community, Joe serves as Member for The City of Scottsdale Board of Adjustment and as elected Director of The Scottsdale Ranch Community Association. An avid life long motorcycle and car enthusiast, Joe is also Regional Coordinator of the BMW Motorcycle Association of America and founder of the BMW Social Club of Arizona, the largest independent European car club in the state.
Originally from Saskatoon, Joe divides his time between homes in Saskatoon and Scottsdale, Arizona, and is father to three grown children, Jesse, Tyler and Kate. Together they are grateful for the opportunities life offers and endeavor to leave the world around them better than they found it.