Portfolio Manager, Implementation
Joe joined the HighView team in 2013 where he rotated throughout various functional areas of the firm, gaining valuable insight on HighView’s investment philosophies and processes.
Joe currently holds the Chartered Investment Manager (CIM) designation and the Certified Financial Planner (CFP) designation.
As a Portfolio Manager, Implementation, Joe supports the firm’s Counsellors and other Portfolio Managers. He works closely with the team to gain a true understanding of your family’s current and future needs. He uses this information to tailor portfolios that align with the desired or stated goals captured in clients’ wealth plans. By taking a balance sheet approach to designing portfolios Joe strongly believes in providing a unique, customized solution for each family. Joe also ensures that your portfolio is implemented according to policy and monitors these portfolios on a regular basis.
Joe aims to deliver a high-end client experience as he embraces a client-first mentality and provides competence when dealing with client servicing requests.
