Joe Falzone, firm principal and owner, is a graduate of York University with a BA in Commerce. He worked for PricewaterhouseCoopers Chartered Accountants in the area of tax, accounting and audit. At PwC, he was involved in client engagements for many of Canada’s major public companies. He later joined a mid-sized public accounting firm where he honed his knowledge in small business accounting and corporate taxes and was involved in preparing several hundred tax returns per year for high net-worth individuals.

In 1994, Joe decided to establish his own accounting practice. TP Financial Group’s client base grew to well over one thousand within a short period of time. Feeling his clients needed better financial planning advice than what they were receiving, Joe became a licensed mutual fund representative with Worldsource Financial Management Inc. in 1999. He obtained the designation of Certified Financial Planner in 2002. Eager to bring more to his clients, Joe also became licensed to practice as a mortgage consultant in 2001. He holds the Accredited Mortgage Professional designation in this capacity. In 2007, Joe obtained his Life & Disability License to complete the multitude of financial services he provides his clients.

Joe’s extensive knowledge of the financial industry and his sincere desire to help people find the best solution to their financial needs are the main reasons why clients continue to come back year after year and continues to refer his services to their own friends and families. Indeed, he has built relationships for life.