Solving problems isn't simply what Joe does – it's who he is. Joe has a talent for tackling complex problems with simple solutions. He’s honed this unique skill over a 25-year career in financial services. London Life recruited Joe directly from St.F.X. with his degree in Business & Computer Science.
As a Certified Financial Planner, Joe’s imaginative creativity and analytical thinking power his ability to develop custom retirement and estate plans tailored to you. This love of problem-solving combined with an affinity for numbers drives his natural talent to help you achieve your goals.
A resident of Etobicoke with his wife Amy, and children Hannah and Sam, Joe has a passion for anything sports-related. Since his playing days are over, he enjoys coaching the kids.
After almost 10 years in hospitality, David decided to apply his skills to financial services becoming a financial security advisor in 1993.
David believes in providing consultative advice and creative solutions to his clients. Education, goal-setting, and financial planning are cornerstones of David’s process. Time spent in the hospitality industry has honed his client-centric approach to listen, understand and support his clients.
David enjoys his time outdoors and a good glass of red wine.
With strong determination and integrity, Jonathon has a client-centric practice, adding value as a key position within the planning process. Thus creating sustainable wealth with a tactical plan for accumulation, preservation and transition of net capital.
Having a background in business and finance has pushed Jonathon to develop his path in financial services. Investing in himself, Jonathon has allowed his family-oriented routes to be a key factor in shaping him into an entrepreneur. Being a business continuity and legacy wealth planning advisor, Jonathon has achieved the top 40 under 40 for UMD 2020.
Being a fitness enthusiast and having a competitive nature, Jonathon enjoys playing competitive soccer and keeping up with his fitness and nutrition regiment.