Education & Qualifications
With over 20 years of financial experience, Joe is a Vice President at National Bank Financial.
Joe is a graduate of the University of British Columbia's Faculty of Commerce and is a Certified Financial Planner (CFP). In addition, Joe holds the Canadian Investment Manager (CIM) designation, and is a Fellow of the Canadian Securities Institute (FCSI).
CFP - Certified Financial Planner
The CFP identifies individuals who are dedicated to the highest level of professionalism in providing financial advice. The CFP credential assures that the planner adheres to internationally recognized professional standards of competence and ethical practices as set in Canada by the Financial Planners Standards Council.
CIM - Canadian Investment Manager
The CIM is a designation of the Canadian Securities Institute. These managers have met the educational requirements to serve more sophisticated clients and implement advanced investment strategies.
FCSI - Fellow of the Canadian Securities Institute
The FCSI is the most respected designation available in the financial services industry. Professionals who have reached this level of experience, knowledge and academic achievement reflect the highest ethical standard and the greatest abilities available. FCSIs are the most trusted leaders in financial services today.
Portfolio Manager
Regarded as one of the most onerous achievements in the Canadian investment industry, this qualification distinguishes a select group of Wealth Advisors who are licensed to provide discretionary portfolio management. Associate Portfolio Managers must meet stringent standards for experience and education.
National Bank Financial is an indirect wholly-owned subsidiary of National Bank of Canada which is a public company listed on the Toronto Stock Exchange (NA: TSX). The particulars contained herein were obtained from sources we believe to be reliable, but are not guaranteed by us and may be incomplete. The opinions expressed are based upon our analysis and interpretation of these particulars and are not to be construed as a solicitation or offer to buy or sell, the securities mentioned herein. National Bank Financial may act as financial advisor, fiscal agent or underwriter for certain companies mentioned herein and may receive remuneration for its services. National Bank Financial and/or its officers, directors, representatives or associates may have a position in the securities mentioned herein and may make purchases and/or sales of these securities from time to time on the open market or otherwise.