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Joe De Giorgio, BCOM, CFA®

Portfolio Manager

Photo of Joe De Giorgio

Email
[email protected]

Office Phone
514.906.5887

A Vice President and Portfolio Manager in the Montreal office, Joe helps his clients protect and eventually transfer their wealth. He develops customized, objective investment policy statements for high-net-worth executives, professionals and retired clients in Montreal and surrounding areas.

A fluent bilingual communicator, Joe updates his clients and explains market activity in ways that are tailored to their unique circumstances and financial objectives.

Commencing his financial services career in 1995 with a bank, Joe joined T.E. Wealth in 2001 to build on his investment management expertise.

Joe holds the Chartered Financial Analyst (CFA®) designation and a BCom from Concordia University.

Beyond the Office

A resident of Montreal, Joe lives with his wife and two young children.