Joseph Miniaci

Joseph is a member of the Toronto Midtown management team of professionals who specializes in retirement planning, insurance planning, tax reduction and 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 and 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 Investors Group 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.

Joseph is happily married to his wife Anna Lisa & a proud father to his son Nathan. He is a sports enthusiast and big fan of the Dallas Cowboys.

'When your life is in transition, money is in motion'