Joseph Neizer - MBA, CPC, CFP, CIM

President

As an accredited Certified Professional Coach (CPC) and a Certified Financial Planner (CFP), I leverage my financial coaching experience to support and help families or individuals develop sound financial strategies that enable them to achieve their financial goals and live purpose filled lives.

I have over 20 years coaching experience in the financial services industry as a financial analyst, financial advisor and branch manager.

I have an MBA from the University of Toronto, and I further hold complimentary designation as Canadian Investment Manager (CIM), as well as the Associate Certified Coach (ACC) credential offered by the International Coaching Federation (IFC).

Outside of work, I volunteer for several charitable institutions including churches and other organizations such as Christians Against Poverty (CAP) and as a tax preparer for low-income and new immigrants under CRA's Community Volunteer Income Tax Program (CVITP).

Throughout my career, I have enjoyed engaging with people from diverse cultural and socio-economic backgrounds. My goal is to continue to provide financial literacy advice on a more personal level. I am a proud husband and father to 4 lovely young adults. In my spare time, I enjoy long walks, playing golf, and spending time with my family.