Joe MacDonald

Regional Financial Planner

IIRO Advisor Report

Joseph has more than 32 years of experience in financial services, specializing in investment advice. He got his start in the industry right out of university after graduating with a Bachelor of Business Administration from the University of Prince Edward Island. His favourite part of the job is helping his clients achieve their financial and personal goals. 

Outside of work, Joseph enjoys spending time with his wife and kids and being involved with their activities — jiu-jitsu, parkour, basketball, judo, horseback riding, swimming and more!

Based out of: Charlottetown, PEI

Cause: Physical and mental health

Financial Planning Tip: Identify actual income vs. expenses (lifestyle) to determine retirement needs for projections.