Joe De Giorgio
Wealth Advisor & Portfolio Manager
English, French, Italian
Joe helps his clients protect and eventually transfer their wealth. He develops customized, objective investment policy statements for high-net-worth executives, professionals and retired clients in Montreal and surrounding areas.
Joe updates his clients and explains market activity in ways that are tailored to their unique circumstances and financial objectives.
Commencing his financial services career in 1995 with a bank, Joe joined our team in 2001 to build on his investment management expertise.
Joe holds the Chartered Financial Analyst (CFA®) designation and a BCom from Concordia University.