Foundation

What speaks volumes about the positions and posture Peggy takes with each and every client is the fact that she over 30 years in the industry. And because she has the rare advantage of having built and preserved client assets during multiple market cycles, she has also retained a number of clients for that same length of time. Her commitment and diligent work for the wellbeing of clients has fostered the development of many long-term, trusting relationships.
Her approached is founded in integrity, respect for the industry, her clients, and the resources they have entrusted with her.

Focus

Peggy works together with her clients to establish a plan geared towards achieving, if not exceeding, investment goals that are in alignment with her client's vision. She and her client set reasonable expectations based on risk tolerance and their time horizon. This approach creates a win-win for both she and her client. There is nothing more rewarding for Peggy than to see her clients achieve their goals. She also finds it extremely gratifying when her clients become millionaires.

Service

Peggy serves both international and domestic clients, as well as, commercial and personal retirement accounts and non-profit organizations. Peggy maintains an unwavering commitment fiduciary standard by implementing meticulous financial planning practices.

Background

Peggy Joseph has more than 30 years' experience as a Financial Advisor helping to build wealth for individuals and families, and high-performing portfolios for pension funds and retirement plans. Today, she is Vice President-Investment Officer and holds both a Chartered Retirement Planning Counselor Designation, and an Accredited Investment Fiduciary {AIF) Designation.

Peggy works with a diverse team of financial service professionals to create client-centered strategies for short-and long-term investment goals.

Leisure

ln her spare time, Peggy is active with non-profit organizations, and enjoys traveling and spending time with her family and friends.