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.
Heritage
- Acquatio, Founder and Principal, 2023 – 2025
- Purpose Unlimited, VP Corporate Development, 2022 – 2023
- Canada Drives, VP Corporate Development, 2019 – 2022
- HSBC Bank Canada, AVP Corporate Banking, 2015 – 2018
- Standard Chartered Bank, Director, 2014 – 2015
- NatWest Markets plc, Vice President, 2006 – 2014
Focus
- Mergers and acquisitions, divestitures, capital raising, valuations and advisory assignments.
- Financial services, including asset and wealth management, insurance and specialty finance
Community
- Globe and Mail, Columnist, 2025 – Present
- Investment Executive and Advisor.ca, Contributor, 2024 – Present
- CFA Society Vancouver, Board Director (2021 – 2023)
- CFA Society Vancouver, Mentorship Program (2019, 2020)