Joe’s Story

Having spent major portions of his life living in Ontario, (Peterborough

), and Alberta, (Edmonton), Joseph currently finds himself residing in the beautiful city of Edmonton. Edmonton is where Joseph spent his informative years, from his teens to his mid-twenties. He moved back to Peterborough to start his education at Trent University where he obtained a bachelor degree in science (B.Sc.) with psychology as his major.

While residing in Ontario in 1994 he embarked on his career in Financial Planning. Being mentored by his late uncle Robert C Robbins, cfp, a Financial Adviser for the better part of 40 years before his passing, advised Joseph to focus on taxes and not just investments. Joseph has never looked back, and has remained grateful to his uncle for his guidance early in Joseph’s career.

Alberta has changed a lot over the years, but the prodigal son returns home. Having spent the past four years traveling between Ontario and Alberta, every two weeks, Joseph has moved his business and focus to Alberta. The need for good Financial Adviser, one with a command on taxes, has never been needed more Alberta than it does now.  Joseph is licensed in both Provinces to give advice on mutual funds and related products (Mutual Fund transactions settled through Banwell Financial Inc.), and as well is licensed to sell life insurance and related products (Life Insurance transactions are settled through Miller Financial

).

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