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Joe couples a well-rounded background with his passion and experience in finance to deliver exceptional results.
Joe is a Senior Wealth Planning Associate and the Staff Advisor at Nicola Wealth. In his role, he provides first-class financial planning and wealth management services to clients and staff members. Prior to joining the firm, Joe worked as an Associate Golf Professional at the Shaughnessy Golf & Country Club for eight years. He graduated from St. Thomas University with his Bachelor of Arts, Psychology.
Outside the office, Joe enjoys playing golf, skiing and spending time with his family.
“I believe strongly in our investing approach with a focus on cash flow and diversification…and I love working with the best and the brightest!”
Best concert ever attended?
Neil Young unplugged at the Queen Elizabeth theatre
What is your favourite Canadian city other than Vancouver?
Fredericton, NB (where I grew up).
Words my father taught me:
Be frugal and live within your means.