Toll Free: (800) 263-0914
Fax: (905) 526-4716
My focus is on individual client needs and objectives, not on products or transactions. Drawing on multiple skill sets, I am able to provide a comprehensive approach to wealth management. I am committed to developing and maintaining long-term partnerships that go well beyond simple investment transactions.
Joel Smith, B.Sc., Investment Advisor
Since 1998, Joel has been a trusted Investment Advisor to high net worth individuals and corporations. After carefully ascertaining a client's risk tolerances and investment objectives, Joel formulates and actively manages their portfolios. Joel is patient and sensitive when working with families and in planning for succession and while considering the important aspects of all available investments.
Joel helps families identify and achieve their financial goals by devising investment, financial and estate plans that allow capital to grow and produce the required income. He brings a comprehensive knowledge of many financial areas together when focusing on a client's total financial requirements.
Joel has a Honours B.Sc. in Computer Science from the University of Western Ontario. He has completed the Canadian Securities Course, the Professional Financial Planning course and the Canadian Securities Institute Derivatives and Options Course. Joel has been married for 18 years and has two daughters and a son. For 15 years Joel was a Volunteer Firefighter with the Burlington Fire Department, coming to the aid of the community on an on call basis.