Joe comes to CORE with an array of experience and education behind him. He proudly carries CLU, CHFC, CFP, and CFSB designations. He has held managerial positions throughout his career with ITEM Florida, AFS Group, Prudential of America, Ford of Canada, Citcup Investments Inc. and Sunlife Canada.
He is a firm believer that in today’s business climate, education is essential. By educating his clients in all aspects of financial products, he enables them to make informed and intelligent decisions. Joe is committed to getting the job done right the first time, and in as effective and efficient manner as possible. He welcomes change, always strives for improvement, and makes every effort to deliver on time and within business guidelines.
Joe joined CORE because of the company’s deep care for each investor to chart their own course to success as well as the wide variety of opportunities available to each client. He focuses on making sure that his clients’ portfolios include private and alternative investments, like real estate.
Apart from real estate and investing, he is passionate about golf and music.
Joe resides in St. Catherines, Ontario and serves the Niagara Region