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 opportunity life offers and endeavor to leave the world around them better than they found it.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
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