Education:
B. Comm (Honours), University of Manitoba, Winnipeg, Canada
C.A., Institute of Chartered Accountants of Manitoba, Winnipeg, Manitoba
CIM ( Certified Investment Manager), Canadian Securities Institute
FCSI (Fellow of the Canadian Securities Institute), Canadian Securities Institute
Partners, Directors, & Senior Officers Course, Canadian Securities Institute, Winnipeg, Canada
Professional Financial Planning Course, Canadian Securities Institute, Winnipeg, Canada
Languages Spoken:
English
Specialties:
Asset Allocation; the single most important factor when building an investment portfolio.
Portfolio Planning; structuring portfolios based on investor objectives and tax considerations.
Retirement Planning.
Group retirement planning.
Joe Fiorentino is a Winnipeg based Investment Advisor in the Private Client Division of BMO Nesbitt Burns, one of Canada's largest investment firms.
Through BMO Nesbitt Burns, Joe has access to the top ranked research team in Canada* in stocks, bonds, and economics. In addition, he has access to top U.S. research firms in CSFB, Harris Nesbitt, and S&P Advisor Insight.
BMO Nesbitt Burns also provides Joe with access to the top money managers both in Canada and around the world.
Joe has been committed to his clients and his profession. He achieved the highest standing designation in the Canadian Securities Institute, Fellow of the Canadian Securities Institute (FCSI), that after having received the designation of Canadian Investment Manager (CIM)and has completed the Professional Financial Planner course.
Joe also is a Chartered Accountant (C.A.) since 1988, after having completed his B.Comm (Hons) program from the University of Manitoba.
Joe has been involved in a number of chartiable organizations, including the United Way (in a fund raising capacity). He has also served as Vice President and Treasurer for the Italian League of Manitoba, and the Italian-Canadian Foundation. Joe has also been a supporter and participant of the Manitoba Marathon.
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