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Joseph Carbonara, Financial Advisor

FINANCIAL ADVISOR
Joseph Carbonara

CIM®, CEA®
1540 Cornwall Road, Unit 103, Oakville, ON L6J 7W5opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement savings strategies
  • Retirement income strategies
  • Estate and legacy strategies
  • Business retirement plans
  • Wealth strategies

About Joseph

I am a family financial advisor and I love what I do. I am responsible for partnering with my clients. It's my goal to understand who they are, their purpose, their family and their financial objectives. Family wealth is fluid; we will continually work together to protect and preserve your family wealth. I specialize in tax-efficient income, tax considerations, protection against a multitude of financial risks and wealth transition to the next generation.

I am the proud son of Italian immigrants. Two individuals that showed me the value of perseverance and discipline. My parents were able to build a profitable...

Work History

  • Edward JonesDecember 2013 to Current

Personal Interests

  • Health & Nutrition
  • Traveling
  • Vintage Cars
  • Motorcycles
  • Active Lifestyle

Team Members

  • Marco Serour
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(905) 825-9651

Fax

(866) 662-2992

Office Address

1540 Cornwall Road
Unit 103
Oakville, ON L6J 7W5opens in a new window

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My priorities

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Setting your path

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

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