Jack Jamieson Gilles Vaillancourt
Joe De Giorgio, BCom, CFA
Vice President & Investment Counsellor, Montreal
2020, Robert Bourassa Boulevard, Suite 2100, Montreal, QC H3A 2A5
T: 514-845-3200 | F: 514-845-9944
A Vice President and Investment Counsellor in the Montreal office of T.E. Investment Counsel (TEIC), Joe helps his clients protect and eventually transfer their wealth. He develops customized, objective investment policy statements for high-net-worth executives, professionals and retired clients in Montreal and surrounding areas.
A fluent bilingual communicator, Joe updates his clients and explains market activity in ways that are tailored to their unique circumstances and financial objectives.
Commencing his financial services career in 1995 with a bank, Joe joined T.E. Wealth in 2001 to build on his investment management expertise.
Joe holds the Chartered Financial Analyst (CFA) designation and a BCom from Concordia University.
A resident of Montreal, Joe lives with his wife and two young children.
T.E. Wealth is a business name and trademark of iA Investment Counsel Inc. (“IAIC”). IAIC is a wholly owned subsidiary of IA Insurance and Financial Services Inc. (“IAIFS”). IAIFS is a TSX-listed company (symbol:IAG). IAIC is registered in all provinces in the category of Portfolio Manager, Investment Fund Manager in the provinces of Ontario, Quebec, and Newfoundland, and Exempt Market Dealer in the Province of Ontario.