The team focuses primarily on retirement planning, investment and portfolio advice, tax-efficient investing, estate planning and overall wealth management. Strategies are tailored to each client’s goals, circumstances and family.
Montréal · West Island
Retire with clarity.
Live with confidence.
Investment and retirement advice for people approaching or enjoying retirement, so the savings you’ve built can support the life you want.
About Joey
Advice that starts with understanding you.
Retirement raises big questions. When can I stop working? Will my savings last? How do I draw income tax-efficiently?
I help pre-retirees and retirees find those answers through personalized investment guidance and a long-term relationship built on trust. Before becoming an Investment Advisor, I spent several years in capital markets at global institutions including Pictet, Société Générale, BNP Paribas and State Street. That experience shapes the analytical, detail-oriented approach I bring to every client’s plan.
B.Comm., FinanceJohn Molson School of Business, Concordia University
Diligence Wealth ManagementPart of an established Manulife Wealth Inc. team in Dorval
The strength behind your advice
135+*
years in Manulife’s home market of Canada
Trusted
We leverage the financial security and resources of one of Canada’s most trusted financial services companies.
37M+*
customers served around the world
* Manulife Financial Corporation, 2025 Annual Report.
Services
Everything your retirement needs,
in one relationship.
Access to a full range of investment solutions through Manulife Wealth Inc., an investment dealer.
Investment & Portfolio Management
Diversified portfolios of stocks, bonds, ETFs and mutual funds, built around your goals and comfort with risk, and monitored on an ongoing basis.
Retirement Planning
Retirement projections, RRSP-to-RRIF conversions, and income strategies that coordinate CPP/QPP and OAS to help your savings last.
Estate Planning
Strategies to help transfer wealth efficiently to the next generation, coordinated with your notary, lawyer and accountant.
Tax-Efficient Investing
Smart use of TFSAs, RRSPs, RRIFs and non-registered accounts, including withdrawal sequencing, to help you keep more of what you’ve earned.
How we work together
A clear process, built around your life.
01
Understand
A first conversation about your retirement goals, timeline and the people who matter to you.
02
Assess
A review of your current investments, pensions and savings picture.
03
Recommend
A strategy aligned with your goals and risk tolerance, explained in plain language.
04
Review & adapt
Regular check-ins to adjust as markets and life change.
Frequently asked questions
Answers before we begin.
Find answers to common questions about retirement planning, investment advice and working together.
It is never too early to start. Beginning sooner gives you more time to prepare, adjust your savings approach and allow your investments more time to grow.
Yes. Fees vary depending on the services provided. The applicable costs will be explained and discussed with you upfront during the initial consultation.
Regular reviews are important. Reviews are typically scheduled at least annually and may be more frequent when market conditions or your personal and financial circumstances change.
Yes. Secure online access is available through the Client Login, allowing you to monitor your investments and account information online.
Get in touch
Let’s start a conversation.
Leave your details and I’ll reach out personally to set up a time.
What to expect in our first meeting
- 45 minutes, at no cost or obligation
- In person at our Dorval office, or virtually
- Leave with a clearer picture of where you stand