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Who is Joe Chisholm? I started in the financial service industry in 1989 with North American Life. I soon became an independent financial advisor, specializing in personal money management and insurance needs. |
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I write for the National Post Magazine, as well as investment trade journals. As a director of the Independent Financial Brokers of Canada, I work to foster better relationships between consumers, advisors and government regulators.
My Mission:
I see each financial
plan as being as individual as the owner's own fingerprints. I believe
in strategies for financial certainty more than "get rich quick schemes."
I tailor client’s investments and insurance needs to work in harmony
with their goals, budget and personal beliefs and circumstances. My clients
enjoy the fact that I offer a balance of progressive and conservative
thinking; innovative yet ethical practices and I interview and keep up
with Canada's largest pension and mutual fund money managers, yet I have
no bias or ulterior motives when making recommendations. Client interests
always come first.
Community Work &
Joe's Hobbies:
I also have
the privilege of being a director for Innocents
Among Us, a nonprofit organization opposing child abuse and building
public awareness campaigns promoting the causes of youth.
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My
son Jesse and I are songwriters and enjoy performing music. Our band
is called The Chronicles.
Our music is currently being heard on College and Internet radio.
Click to listen and learn more.
Another passion
is the promotion of other independent musicians. IndieCan
Music is a resource for music fans and includes an internet
radio show hosted by Joe and Andre Skinner, called "The Toronto
Indie Scene." |
- The Basics of Estate Planning
- Elliot & Page on Small Cap Investing
- How can I reduce volatility in my investments? Asset Allocation. Find out more.. (PDF large download)
