Joe Valpy CIM®
In 2015, I found the perfect fit and joined Edward Jones where I can truly focus on guiding my clients toward making positive steps to empower them to feel in control and in charge of their financial future. I’ll be there with you for the long haul – coaching and guiding you every step of the way. I hold a CIM® designation which means that I’ll carefully evaluate all aspects of your investment portfolio to help ensure I can deeply serve your financial needs and build a financial strategy that is tailored just for you – no two people are the same, so your financial goals and investments should be as individual as you are.
I live in Kanata with my wife, Hillary and my three children, Robert, Lucas and Brooklyn, a Basset Hound “Rusty” and cat named “Bolt”. In my spare time, I can be found at the local hockey rink cheering for my son or on the golf course. These experiences have taught me that setting goals in life is important – goals help you align your focus with what’s most important to you and your family. These experiences have also taught me about dedication – I will be your dedicated financial guide and mentor helping you set your path forward.
I was born and raised in Prince Rupert, a small coastal community in Northern British Columbia. As a member of the Lax Kw’alaams First Nation, I grew up surrounded by seafood. Nevertheless, to this day my favourite meal is lasagna!
- Retirement Income Strategies
- Socially Conscious Investing
- Wealth Protection Strategies
- Business Owner Considerations
- Intergenerational Planning
My Personal Interests
- Spending Time with Family