Joseph Miniaci

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 is an advocate of continuing education and holds some of the industry's most prominent financial certifications, including the Certified Financial Planner & Registered Retirement Consultant designations. Through the course of his career, Joseph has lectured to hundreds of Advisors across the province and continuously hosts financial education seminars to guests across the GTA.



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