I have always been fascinated with finances and at age 16 visited the local library to read The Economist magazine, even though I didn't understand most of what I read!
I was born and raised in India. After earning a Bcom degree from Mumbai University and an MBA in Glasgow, Scotland. I've held a number of jobs, but all included a common element: They relied heavily on building solid relationships – a strength I learned as the youngest of nine.
In 2004, while visiting Canada, I fell in love with the country. My family and I moved here two years later. I joined Edward Jones because I am passionate about investing and find great joy in helping others celebrate milestones they've reached with my help.
I help manage the finances of a select group of individuals, families and corporations. The majority of them are nearing retirement or already retired. I am a process-oriented person who uses an approach rooted in the three pillars of my practice: care, competence and collaboration.
Care is a discovery process to learn what's most important to you – your goals, values and prioritization of them. The second pillar is the competence required to design investment strategies tailored to your unique situation. I hold the CFP®, CIM® and other professional designations that provide the technical knowledge to plan and execute effectively. Collaboration is about educating and partnering with you in every step of the way.
My wife and I have two older daughters and a son who's 5. Some days I drop my daughter off at university and my son off at kindergarten! We are socially active, and while I enjoy golfing and cooking, our lives largely revolve around Matthew. I am active in the community and my church.
I am passionate about what I do. It is incredibly rewarding to realize that I can impact the lives of others by helping them achieve their goals and realize their dreams. I would be delighted to explain how I can help you and your family. Call me soon.
My Personal Interests
- Community Outreach
Phone NumberJoe Joseph at (905) 823-8367
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