portrait of Joel King

Focus Areas

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

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

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

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What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

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

Learn More