Born and raised in Regina, Saskatchewan, Joe learned at an early age the importance of a sound financial plan. He understands how imperative it is to protect yourself and your family from the unexpected. This is why he is so passionate about offering insurance and investment solutions to Clients. He wants Clients to feel protected and lead happy, worry-free lives.
Joe became a Sun Life advisor in 2002. He moved to Moose Jaw in 2005. This is where he established what is now known as a thriving financial practice, Blue Whale Financial Solutions Inc. With his CERTIFIED FINANCIAL PLANNER® designation, Joe’s specialties include comprehensive:
estate planning and
Joe graduated from the University of Regina with a Bachelor’s of Finance degree. Before he became an advisor, he took on various roles in the financial services industry. Some of these roles included Investment Analyst and Fund Manager with The Saskatchewan Opportunities Corporation. He was the Training Manager at the Sun Life Financial Regina Financial Centre. He also represented Sun Life advisors in Saskatchewan and Manitoba on Sun Life’s Sales Force Council and Sales Force Advisory Council.
Joe is a former member of the Million Dollar Round Table (MDRT). The MDRT is an independent international association representing the top five percent of financial services professionals.
Joe and his wife, Krista, have three wonderful daughters, Caitlin, Emily and Elizabeth. A strong sense of family values and community spirit is at the heart of Joe’s personality.
Awards and memberships are based on insurance business only.