Address1959 152 Street
White Rock, BC V4A 9E3
My BackgroundWith over 13 years of wealth and investment management experience, Joseph’s broad knowledge and full spectrum of wealth management has constantly proved his outstanding professionalism that exceeds his high-valued clients' expectations. He customizes investment portfolios that maximize growth according to your values, using the most tax effective strategies available. His self-motivated, relentless drive of keeping his eyes close to the market makes him strong at forecasting, diversifying and executing strategies in making proper adjustments in a time sensitive and constant changing market. One of his core beliefs is to build a strong and long-lasting relationship with his clients to genuinely understand your needs through different stages of your life, to duly customize an investment plan in maximizing the growth of your money to achieve your ultimate financial freedom. His solid track records have proven the exceptional professional experience that his team can provide. Using our in-house and exclusive resources, he has built portfolios that have helped our clients to achieve or exceed their financial goals with their retirement plans, intergenerational wealth transfer, philanthropy, and business succession. The holistic approach with periodic reviews allows his clients to have a peace of mind and confidence that your objectives will be achieved. His access to one of the finest top-ranked Financial Research Departments in North America – BMO Nesbitt Burns – truly allows you to experience an exclusive wealth circle that is capable in managing your investment portfolios through ups and downs.
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