Certified Financial Planner®
Senior Financial Advisor, Principal
Born and raised in Schreiber, Ontario, Joe’s career path has always encompassed his entrepreneurial spirit. With a Diploma in Business Administration from Confederation College, he subsequently achieved the designations as a Certified General Accountant (CGA), a Chartered Professional Accountant (CPA), a Certified Financial Planner®, and Charted Investment Manager ®.
Having spent most of his career in public accounting/consulting, Joe understands the day to day challenges most entrepreneurs and their families are facing.
While working for industry Canada, Joe helped entrepreneurs of small to medium size businesses develop, grow and prosper.
Joe’s diverse experience and knowledge are building blocks that allows him to create the structure and development of practical solutions to the many obstacles one can face.
Joe is a proud volunteer and community leader, serving on many Boards over the course of his career including: the New Hamburg Board of Trade, and the Stratford Knights of Columbus and as a youth Soccer Coach
Joe is the founder and Principal of KLT Wealth Management, but when not at work, he enjoys travelling, golfing, spending time with family and friends and keeping up his Italian traditions like homemade wine making.