Joel has been working in the financial industry for 12 years in varying capacities. In 2012, Joel was inspired by the other entrepreneurs he was working with and decided to start his own financial services company.
Joel is a proud graduate of the University of Saskatchewan with a Bachelor of Commerce. Adding to his education, Joel has also completed his Group Benefits Advisor (GBA) and Certified Cash Flow Specialist (CCS) designations.
He is actively involved with the local South Saskatchewan chapter of Advocis, one of the leading financial industry’s professional associations. Since 2008, Joel has been active on the Advocis golf committee, helping raise money for Cystic Fibrosis research in Canada.
Joel strongly believes in discovering the “Why”, the things that really matter to his clients. This concept guides his approach to his business and in his relationship with his clients.
What is Joel’s “Why”? His wonderful wife and 3 beautiful children.