About Us
Anita Belliveau | Marsha Carter | Tony Case | Dan Martin | Kelly Dawson | Mary Dzyngel | Andrea Forbes | Jeff Forbes | Joanne Hames | Natalie Hand | Kathy Hill | April Howe-Diplock | Jackie Kearley | Nadia MacAulay | Anna Marenick | Dan Martin | Karen Matthews | Joe Moore | Dionne Moores Lane | Debby Morris | Fraser Muir | Jeff Muton | Terra O'Bryan | Stephen Pamenter | Lloyd Powell | Caitlin Sampson | Ada Shave | Kelly Slaunwhite | Bruce Snow | Kevin Stoddart | Anna Stuart | Ian Sullivan | Mark Surrette | Brian White |
Joe has been providing career guidance,
financial counseling and retirement planning advice
to Robertson Surrette’s career transition clients
for well over a decade now. Joe has a real talent for
offering advice that is rich with common sense, and
makes the complex simple and manageable. As an established
relationship builder with a genuine commitment to both
the firm and his clients, Joe always exudes a positive
attitude and a great sense of humor.
In his previous career, Joe held sales
and administrative roles with a leading insurance company
and worked in the insolvency area with a national accounting
firm. Joe holds a Certified Management Accountant
(CMA) designation and a Bachelor of Business Administration
from St. Francis Xavier University.
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