Translate:
Honour The Strength of Your Conviction
105 Sheridan Street, Guelph, Ontario, Canada
About
Our Background
Joe Barbieri is currently the President of Joe the Investor, which operates a fee only financial consulting, education and tax preparation practice with the Joe the Investor brand. The main services offered are tax preparation and financial planning in Toronto and Guelph.
Joe Barbieri has Bachelors' degrees in both Civil Engineering and Commerce from the University of Toronto. Joe Barbieri holds a Chartered Financial Analyst (CFA) designation from the CFA Institute.
Our Experience
Joe has worked in the Financial Services sector for over 20 years, with over 10 years on the institutional side of the business. He has covered positions on the consulting, investment management and client side of the institutional table before going into financial consulting.
He has worked for many companies including The Toronto Dominion Bank, State Street Bank, Russell Investment Group (Frank Russell Canada), Franklin Templeton Investments and OPSEU Pension Trust.
Personal
In terms of hobbies, Joe Barbieri reads about economics, taxation and investment research. He spends a lot of time learning about various health topics as well as gardening, soap making, walking in nature and cycling. Joe is an avid tennis player in the summer months and plays floor hockey in the winter time. More recent interests include sketching and oil painting.