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Joe Schmidt, Financial Advisor

FINANCIAL ADVISOR
Joe Schmidt

CEA®, DFSA™
467 Westney Road S, Unit 12, Ajax, ON L1S 6V8opens in a new window
CallSend Me a Message

Focus Areas

  • Estate and legacy strategies
  • Wealth protection strategies
  • Retirement income strategies
  • Retirement savings strategies
  • Wealth strategies
  • Intergenerational planning

About Joe

I've always been interested in the world of finance and business. I studied economics at university hoping one day to find a profession I loved and believed in. The event that solidified my choice to become a financial advisor happened over 20 years ago when my dad passed away after a lengthy illness. Due to poor financial planning and lack of professional guidance, the estate he worked so hard for was quickly depleted. Ultimately, I wanted to help others take control of their financial situations, their estates and their legacies because “a goal without a plan is just a wish.”
...

Work History

  • Edward JonesOctober 2005 to Current

Education

  • York UniversityBachelor of Arts

Team Members

  • Joyce Ibbott-Belvin
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(905) 428-9175

Fax

(877) 314-1352

Office Address

467 Westney Road S
Unit 12
Ajax, ON L1S 6V8opens in a new window

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