The Joe Borges Group

About Joe

Joe started in the financial/life insurance industry in the mid-1980’s with Imperial Life, followed by Ross Dixon Financial, Dundee Private Investors and others. Joe considers clients to be friends and family; he will go the extra mile to help them achieve their goals and live their dreams. Joe appreciates their true loyalty, trust and faith in him as well as the many years of business opportunities which they have brought him.

Born and raised on the island of São Miguel, Azores, Portugal, Joe is the youngest of four siblings who still live close to each other to this day and consider Canada their home. Above everything, family is of the utmost importance to Joe. Joe and his wife have been married for over 48 years and are parents to three grown children and grandparents to three beautiful grandchildren ages 23, 11 and 4. Joe has always been involved with the Portuguese community in Kitchener, having been a member of the Portuguese Club since its inception, playing soccer for the club and having previously been a President of the Club Board of Directors. Joe has also been a past President of the Kitchener Region Portuguese Business & Professional Association and has coached Kitchener Minor and Select soccer teams.

The world is changing quickly and the investment space is increasingly more complex and uncertain. At Optimize, we believe navigating this reality requires more advice and not cookie cutter, plug-and-play tools. Built on time-tested principles of financial planning and wealth management, sound risk management, and long-term patient investing, the Optimize approach focuses on listening to clients, their goals, and their ambitions and understanding how those fit into their personal financial circumstances.

For that reason, Optimize Wealth takes a holistic approach to helping clients build and manage their wealth over the long-term. Towards that end and to provide clients with a personalized approach, Optimize assigns a multi-disciplinary team to meet their needs.