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Worked as a financial advisor since: October 2011
Services offered: Retirement planning, Estate planning, Tax planning, Education Planning, Holdings reviews, Investment advice, Money coaching, Debt Management, Decision consultation, Insurance planning
Languages spoken: English
Additional courses: Personal Taxation, Business TaxationAbout me and my company:
Joe Barbieri is currently the President of Joe the Investor, which operates a fee only financial planning, education and consulting practice with the Joe the Investor brand. We charge a fee for advice only, which means no product selling, low fees and complete objectivity and transparency. We offer second opinions and a holistic view of your wealth, which means considering your preferences, dreams and comfort level as well as the financial aspects. Joe Barbieri has Bachelors' degrees in both Civil Engineering and Commerce from the University of Toronto. Joe Barbieri holds a Chartered Financial Analyst (CFA) designation from the CFA Institute. He has worked in the Financial Services sector for over 15 years, with over 10 years on the institutional side of the business. He has covered positions on the consulting, investment manager and client side of the institutional table before going into financial planning.