|Office:||403-261-4690 ext. 457|
Joey was born and raised in Calgary and began his career in the financial services industry while attending university. He holds a Bachelor of Management Degree from the University of Lethbridge, an Elder Planning Counselor (EPC) designation, a Certified Health Insurance Specialist (CHS) designation, and holds a FPSC Level 1 Certification in Financial Planning (CFP) Designation. Joey is an active member of Advocis, the Financial Advisors Association of Canada, and is a proud supporter of the Mustard Seed and Hockey Helps the Homeless. Whenever possible, Joey is always quick to lend a hand to those in need.
|Office:||403-261-4690 ext. 326|
When specialized expertise is required, I have access through Freedom 55 Financial to a team of professionals in tax, law, accounting, investments, insurance, group benefits, mortgages, and financial security planning