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Joe Valpy, Financial Advisor

FINANCIAL ADVISOR
Joe Valpy

CIM®
245 Menten Place, Suite 103, Ottawa, ON K2H 9E8opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement income strategies
  • Sustainable Investing
  • Wealth protection strategies
  • Business owner considerations
  • Intergenerational planning

About Joe

As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress...

Personal Interests

  • Spending Time with Family
  • Hockey
  • Golfing

Team Members

  • Jodi Cato
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 09:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 09:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Phone

(613) 596-6813

Fax

(844) 644-4473

Office Address

245 Menten Place
Suite 103
Ottawa, ON K2H 9E8opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

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Setting your path

We use an established process to help you reach your goals.

Learn More