As a professional financial advisor, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
Since 1993, Joe has worked in the financial services industry. His experience ranges from an account manager with a large BC credit union to his present status as Senior Investment Advisor with Industrial Alliance Securities Inc.
Past and Present experience includes:
- Personal loan and mortgage approvals
- Mortgage Life insurance*, Term life insurance*, Estate Insurance*
- Money Coaching
- Financial Planning
- Investment Advising using Stock, Bonds, ETF's and Mutual Funds
With this range of experience Joe's depth of knowledge becomes a valuable asset to his clients and enables him to provide clear solutions when planning a client’s financial future.
Joe achieved his CERTIFIED FINANCIAL PLANNER® (CFP®) designation in 2003 and uses this knowledge daily to help families maximize the power of money. Continuing professional development is important to Joe, who also received designation as a Certified Divorce Financial Analyst (CDFA) in 2007 and Certified Investment Manager’s designation (CIM) in 2012.
Regular seminars and workshops are a great way for Joe to connect with clients and he welcomes the opportunity to speak at events to share his knowledge and expertise.
Past workshops include:
- Understanding your Pension – will it be enough? for Society of Vocational Instructors convention in Campbell River
- Power of compound growth for Timberline High School
- Employee Benefit seminar for Columbia Fuels
- HollisWealth Insurance Agency Inc. Seminar
Joe lends his experience and insight to community groups in Campbell River and is a volunteer member of the Campbell River Airport Authority. When he isn't at the office you are likely to find Joe out on the water enjoying boating with his family or working in the garage on his latest project.
Joe's clients often mention his approachable, respectful manner and his ability to help you make sense of difficult and sometimes uncomfortable topics.
Come by our convenient Willow Point location to find out how HollisWealth Insurance Agency Inc. and Joe can help you get control of your investment plan.
*Insurance products provided through HollisWealth Insurance Agency Inc.