Joe Hayes

Joe Hayes

Joe Hayes, CIM®, WME, PFP
Portfolio Manager
Vancouver office: (647) 971-0195

Joe has enjoyed helping clients reach their financial goals for over 20 years including running his own Investment Counsel Portfolio Management firm.

Joe has a Bachelor of Commerce degree from the University of Windsor, and a Bachelor of Arts degree in Political Science from the University of Western Ontario. Joe has been dedicated to obtain some of the highest accreditations in the financial services industry, including the Chartered Investment Manager (CIM®), Professional Financial Planner (PFP) and Wealth Management Essentials (WME). These designations help him to provide the highest level of strategic and tailored investment advice for his clients.

Joe’s career includes managing a $125 million portfolio at one of Canada’s largest banks and managing a $100 million portfolio at one of Canada’s largest insurance companies. Joe is proud to have been called by the British Columbia Supreme Court to testify as an expert witness on a case involving the North American stock and bond markets.

Joe addresses the needs of each client by developing an investment strategy that is tailored to achieve their short and long-term goals. Joe adds value in the following 5 ways:

  1. Top Down Analysis of the economy by staying current on projected inflation, interest rates, currencies, commodities etc. Then rebalances client portfolios to minimize risk and capitalize on opportunities.
  2. Bottom Up Analysis of individual stocks and corporate bonds. Joe effectively listens to the needs of each of his clients then communicates the opportunities and risks of each holding in their portfolios.
  3. Providing tax efficient investment strategies
  4. Clients get the best of both worlds. The support of a large Canadian bank as your custodian yet investment advice that is independent, unbiased and nimble.
  5. Each client receives a detailed financial plan to help ensure their retirement goals are on track.

When not working, Joe can be found playing golf, downhill skiing and surfing the shores of Tofino, BC. He is a weekend warrior at the hockey rink and a life-long Toronto Maple Leafs fan. As a music lover, Joe has never met a rock song he doesn’t like.

Contact Joe today at (647) 971-0195 or email at joe@tridelta.ca for a no obligation review.

↓