portrait of Joe Joseph

About Joe

I have always been fascinated with finances and at age 16 visited the local library to read The Economist magazine, even though I didn't understand most of what I read!

I was born and raised in India. After earning a Bcom degree from Mumbai University and an MBA in Glasgow, Scotland. I've held a number of jobs, but all included a common element: They relied heavily on building solid relationships – a strength I learned as the youngest of nine.

In 2004, while visiting Canada, I fell in love with the country. My family and I moved here two years later. I...

Focus Areas

  • Estate and legacy strategies
  • Business owner considerations
  • Wealth strategies
  • Wealth protection strategies
  • Intergenerational planning
  • Retirement income strategies

Work History

  • Edward JonesJanuary 2007 to Current

Education

  • University of StrathclydeMBA (Masters of Bus Admin)
  • University of BombayBachelor of Commerce

Personal Interests

  • Golfing
  • Community Outreach
  • Volunteering
  • Technology
  • Traveling

Team Members

  • Renata Povilonis
    Registered Branch Associate
  • Rajni Verma
    Client Experience Specialist

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

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