Helping people and giving back in the community are Joe's number one priorities. He wants to help investors reach their full potential and achieve their financial dreams. He will take the time to sit down with every client to create a specific, personalized financial strategy.
Joe is most notably recognized for his efforts on the football field as a former Edmonton Eskimo, and 2005 Grey Cup Champion. He also won a National Championship in 2001 while attending the University of Miami, a North American top 25 Business School.
Joe started his CFL career with the Eskimos in 2004 and played in the CFL until 2011. During his tenure in the CFL he earned 2 nominations for Lineman of the Year. After his retirement from football, Joe has been very involved in several youth organizations and is currently a coach for the Fort Saskatchewan Sting Football Team.
Joe and his branch partner/administrator, Jessika care deeply about their clients and strive every day to help them achieve any financial goals they may have.
Serving local families and small businesses is their specialty. Their 3 step approach involves getting to know their clients and understanding what is important to them. They use a disciplined approach that allows them to build personalized and progressive strategies to help their clients achieve their financial goals. They partner with their clients for life, helping them to stay on track towards achieving all of those goals in the most cost efficient way possible.
Whether you are ready to retire and live your dreams, want to set up a retirement savings strategy for yourself and your business, or are saving for your children's education, Joe and Jessika want to help. Contact them today to get started.
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Education Savings Strategies
- Wealth Protection Strategies
Phone NumberJoseph L McGrath at (780) 992-8440
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