Senior Investment Advisor
Financial Security Advisor
Being the proud son of hard working and successful Italian immigrant parents, Joe has learned from a young age the many lessons and habits required to build wealth, grow and preserve it, and the impact proper wealth management has on many lives.
These core lessons, encountering numerous and diverse client financial situations over his extensive 20 years of Advisory experience, and supported by the many talented specialists at Assante Private Client and Assante Estate and Insurance Services Inc, there really is no challenge too great to overcome or dream too big to accomplish.
Joe is fully licensed in Investments and Insurance solutions. Together with his dynamic team and strong network, he is able to properly advise clients and businesses throughout every phase in their lives.
Having lost his father at a young age to Cancer, Joe is deeply rooted in trying to help and inspire others through healthy lifestyle choices. He volunteers his time to many charitable organizations and is committed to helping others achieve their philanthropic goals and causes.
How to pay little or no tax on RESP withdrawals
Sep 26, 2023
Did you know that some Registered Education Savings Plan (RESP) withdrawals are taxable, while others are not? We’ve got tax-saving tips for you and your child....Read more
Why you should watch out for phishing, smishing and vishing
Sep 19, 2023
In the first six months of 2023, 21,299 Canadians lost more than $283 million to reported fraud. Make sure you and your family stay alert when using your computer, phone or another device....Read more
A New Era of Disruptive Tech
Aug 25, 2023
Tech is gaining speed, literally and figuratively. We are on the verge of a major shift in how we live our daily lives. Find out how new innovations will shape our future....Read more
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