Joseph BeckerCFP®

Associate Advisor

With a background in both investing and lending from his time as a Financial Advisor at a major Canadian bank in Lanark County, Joe sees opportunities for savings and efficiencies in both his clients investments and debts.  Previously a Manager in both small and medium sized construction companies, Joe knows that every dollar counts and that timely and accurate advice can make a big impact on financial growth.


Joe wants his clients to feel confident and secure while planning and preparing for their retirement income needs, and help young families as they pay off debt and build their savings. 


Joe, his beautiful wife Margie, and their three young children (Greyson, Zeke and Nevaeh) live, volunteer  and take part in many community activities in the Smiths Falls area.  In his spare time he enjoys running, paddle boarding, playing hockey and travelling.