Financial Planning Advisor
A native of North Bay, Joe graduated from Scollard Hall before obtaining his Honours Bachelor of Commerce degree from Carleton University. In addition, Joe has his Personal Financial Planner (PFP) designation as well as his Life Insurance Licence.
Joe has varied and extensive experience in the financial services industry with almost twenty years of banking experience with the TD Bank. His most recent experience was as a financial advisor in North Bay and as a branch manager in Sudbury.
Carolyn is a native of North Bay and has over ten years experience in the financial services industry. Her role is to provide administrative and client service support.