I have always been fascinated with personal finance and investing. My career began as a CPA, but I spent my spare time studying market history, macroeconomics, and behavioural finance. It was only a matter of time before it became abundantly clear to me that I should pursue my passion and become a financial advisor.
I still enjoy reading macroeconomic and equity research, but my job as a financial advisor is not just to know investments; it’s to know my clients well enough to understand what combination of investments will work for each individual.
I believe it’s important to invest time to understand what you’re working toward before you invest your money. I need to understand your values, short/long-term goals, financial health, spending habits, tax situation and whether you want to leave something for your heirs. Whether you are nearing retirement, still have several years to go, or saving for your child’s education I can help you prioritize your needs, define your goals, and create the plan that is right for you.
My clients come from all walks of life, especially busy professionals such as accountants, lawyers, engineers, physicians, and corporate executives. I keep in regular contact with them to ensure that as life progresses their goals haven't changed along the way.
I love what I do. It is incredibly rewarding to positively impact the lives of others by helping them achieve their financial goals and realize their dreams. Please contact me to discuss your situation and the options available to you.
[email protected] | Phone: 905-707-9085
- Retirement Savings Strategies
- Wealth Strategies
- Business Owner Considerations
- Estate & Legacy Strategies
- Wealth Protection Strategies
- Retirement Income Strategies
My Personal Interests
- Movies & Entertainment
Phone NumberJoshua A Viegas at (905) 597-1633
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