Joseph Miniaci

B.Comm, EPC, CPCA, RRC®

Division Director

Investors Group Financial Services Inc.

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About —

Joseph is a member of the Toronto Downtown management team of professionals who specializes in retirement planning, insurance planning, tax reduction & wealth management services. Joseph takes pride in building lasting client relationships through sound planning advice, specifically to families of working professionals, small business entrepreneurs, & medical specialists.

Joseph’s comprehensive wealth management approach focuses on educating clients to establish the necessary financial habits to achieve their goals. He then creates a uniquely tailored financial plan to execute those goals which are predicated on sound advice & discipline leaving nothing to chance. In a business built on trust, Joseph places a premium on exceptional client servicing & relationship building.

Joseph has attained remarkable success from the very start of his career within the financial services industry. Consecutively from 2011 to 2014, Joseph was the recipient of the Pillar Award* which recognizes exceptional productivity and growth with IG during a Consultants first four years in the business. In 2012 & 2013, he was the top producing Consultant in his Division at the Toronto Midtown Region. In 2015, Joseph was appointed a Division Director managing a team of Consultants.

In his spare time, Joseph enjoys traveling with his wife Anna Lisa & son Nathan. He believes that a balanced lifestyle is the key to success. Joseph is a sports enthusiast and big fan of the Dallas Cowboys.

*Based on IG Wealth Management New Business for Consultants in their first 4 years. (2011-2014)

Team —

Bibiana Valerio

Executive Assistant

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Phone Email bibiana.valerio@investorsgroup.com

Bibiana is essential to the smooth operation of Joseph Miniaci's team and is often the clients' first point of contact. Having worked with executives in a very large corporate environment, managed administrative services for Government Courts, and been closely involved in overseeing staff operations, Bibiana knows what needs to be done and gets it done on time.

Transcript

Explore all of retirement’s possibilities.

RSPs are only a part of your retirement picture. At IG Wealth Management, we synchronize your retirement goals with your IG Living Plan, including your RSPs, TFSAs, investments, and pension, so that you can see your whole retirement picture.

Careers —

Become a financial advisor with Investors Group

Grow your career in an environment where you’re in control. As an entrepreneur, your skills and experience are valued, you have accesses to specialized support, and you have the time and commitment to dedicate to clients - enabling you to thrive.

I invite you to talk to me. Meet our advisors and explore the opportunity to build your business by helping others. Together we can help you decide if this is the right opportunity for you.

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why join investors group?

Training and support

Helping one another grow in their careers is part of our culture. From ongoing comprehensive training, office leadership and the Investors Group specialist planning network, to advanced financial planning and marketing support, the right tools and people are here to help you and clients succeed.

Exceptional income potential

At Investors Group, your earnings potential is based on the hard work and drive that you put into the comprehensive financial plans that you provide to Canadians. Enjoy an income potential that is as unlimited as the success of your business.

Community involvement

With Investors Group, you’ll have access to several programs where you’ll receive support for community involvement, allowing you to make a bigger difference in your community.