Originally from Saskatoon, Joe spent the last 25 years in Abbottsford, BC, with Customplan since 2019. Joe has a passion for helping clients and fellow advisors meet and surpass individual goals. He does so by combining experience with a continuous pursuit for excellence, demonstrated by his achievement of multiple designations. Joe is also an MDRT qualifier and recognized award-winning agency builder. Joe is the Past President of Advocis, Vancouver Chapter and a GAMA Representative.

As a Certified Financial Planner, Joe develops plans which assist those with whom he works professionally and financially. Armed with a strong belief in education and collaboration as well as having developed an extensive network of specialists, Joe’s mandate is to find and implement best in class solutions.

When not working, volunteering or engaged with charitable organizations, Joe enjoys fishing and spending time in nature with his family.

*Mutual Funds offered through Monarch Wealth Corporation