Joe is a firm believer that financial planning is an area that should be taken very seriously. For over 15 years, he has worked with one of the original practices within Investment Planning Counsel, helping Canadian’s achieve their financial objectives. He currently manages well over $25 Million in assets for over 300 clients. Joe spent a number of years in a consulting position working hand in hand for a Chartered Accountant. His background and education has assisted him in helping many families save thousand of dollars in taxes each and every year. His team is structured with working to ensuring that all his clients receive objective advice relative to their own personal financial positions, to enhance their net worth and to“Live their Dreams”. Joe’s recipe for success... "Buy low; Sell high, Repeat 'till Rich!"
Insurance products available through Joseph Frezell.