Joe brings over 15 years of experience in corporate development, investment banking, and entrepreneurship, with a focus on financial services and fintech. He held executive roles at Canada Drives and Purpose Unlimited, leading M&A initiatives and capital raises. Earlier, he spent more than a decade at HSBC, Standard Chartered, and NatWest (formerly RBS), advising financial institutions and corporate clients on a range of capital markets transactions.
Joe is a CFA charterholder and an active member of the CFA community. He writes a monthly column for wealth management professionals in The Globe and Mail and contributes regularly to Investment Executive and Advisor.ca on practice management, growth, and succession.