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Joe Joseph

CFP®, CIM, CIWM

    At A Glance

    • Joined Edward Jones in 2007
    • Investment Policy Advisory Committee Member

    Edward Jones Financial Advisor Joe Joseph oversees a successful practice in Mississauga, Ontario, Canada. Since 2007, Joe has managed the finances of a select group of individuals, families and corporations, the majority of which are nearing retirement or already retired.

    In addition to his work as a financial advisor and a member of the firm's Investment Policy Advisory Committee, Joe also serves as a Performance Leader for both his region and area (a grouping of four regions). Joe serves as Inclusion Leader for his region, and has previously held roles as a secondary recruitment leader and a Level Leader. He has also received the Spirit of Caring Award.

    Born and raised in India, Joe earned a Bcom in 1989 and LLB in 1991, both from Mumbai University. In addition, Joe earned his MBA in 2000 from the Strathclyde Graduate Business School in Glasgow, Scotland. Prior to immigrating to Canada and joining Edward Jones, Joe worked as a sales and marketing manager for an industrial engineering company in Bahrain. To best serve his clients, he has earned numerous professional designations, including the CFP, CIM, FCSI and CIWM.

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