Joel King, Financial Advisor

Focus Areas

  • Wealth protection strategies
  • Retirement income strategies
  • Estate and legacy strategies
  • Business owner considerations
  • Business retirement plans
  • Charitable giving

About Joel

As a financial advisor, adding value is what we do for the members of our community. You have individual needs and your financial and investment strategies should reflect your unique situation. Once we have identified and prioritized your goals, we'll work together to create a tailored and personalized strategy to meet your needs. We will revisit your plan regularly to ensure that you stay on track through all of life's peaks and valleys.

Growing up with a mother who was a financial advisor, I was taught early on the importance of having goals and creating a sound plan to achieve...

Personal Interests

  • Active Lifestyle
  • Golfing
  • Hockey
  • Music
  • Traveling

Team Members

  • Lina Green
    Client Experience Specialist
  • Jennifer Desjarlais
    Client Experience Specialist

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More