”Privileged to have Joe represent us. Great professional work and clarity. Joe has always made room for basic information to advanced and the breakdown is exactly what helps us make informed decisions.Thanks Joe! ”

Frank Di Muzio | Manager, IT Risk and Compliance

”I've had nothing but terrific results working with Joe. He is a multi faceted individual with many skills. His in depth knowledge of the mortgage industry, financial planning and year-end tax consulting is second to none! I would highly recommend Joe in any of these aspects.”

Carlo Parise | Business Development Manager at RMG Mortgages

”I've worked with Joe on a wide range of complex finance and real estate matters that involve tax related issues. I have found his insight and knowledge to be current and relevant. What stands out for me when working with Joe is that his people skills put you at ease and allows for an exchange of view points such that the most optimal outcome is achieved.”

Jim Voudouris | Investment and Life Insurance Advisor at Raymond James Ltd

”Joe helped my family immensely during a very difficult time. He took over responsibility for managing our financial wealth and has offered valuable insight and recommendations for our portfolio very successfully. Joe has been there for us at every turn. I would not hesitate to recommend his advice and services.”

Vida Senkus | Marketing Events Coordinator/Planner

”I have had the pleasure to have Joe guide me in my financial needs analysis. Not only is Joe an expert in his field, he is also very personable that always end in great results. I look forward to having Joe direct me in many years to come.”

Ari Psihopedas | President at Kiwi Kraze