FCIS, CHS, CLU
Joe became a member of the Guilfoyle Financial team in 2014 and has nearly three decades of financial services expertise. He specializes in working with entrepreneurs to keep their businesses intact with the efficient use of life and health insurance.
Joe is a qualified Chartered Life Underwriter (CLU), Certified Health Insurance Specialist (CHS) and a Fellow of the CIS. He is currently a member of both ADVOCIS (Association of Insurance and Financial Planners) and CALU (Conference of Advanced Life Underwriters). Joe has also served the ADVOCIS Toronto chapter on the membership and mentoring committee.
Joe, along with Michael “Pinball” Clemons, are founding members of a youth mentoring group called “The Rising Stars” in Toronto. He is also an avid supporter of the Dr. Jay Foundation, an organization that provides palliative care funding and assistance for children and their families who face terminal illness.
Joe frequently visits his children and grandchildren who currently live in Texas. Joe enjoys running, golf, health & fitness, attending movies, the symphony, opera and ballet. Over the years, he has participated in many marathons and he is a member of the Spring Lakes Golf and Country Club.