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The Joe Palhad Group

Joe Palhad

Joe Palhad

Wealth Planner

 Delhi, Ontario

About Joe

Joe previously worked as an aircraft mechanic for 10 years, but noticed when speaking with people within his industry as well as other tradespeople, there was a large gap when it came to financial knowledge. Through wanting to secure his own financial future and goals, asking questions but never finding satisfactory answers, Joe decided to change careers and began schooling for this profession.

Nothing makes Joe happier than helping others. Joe believes in sharing his knowledge so that you can make the best decisions for yourself and for your family. Everyone’s Circumstances are different, and Joe is prepared to explain all the possibilities to help you save more, pay less taxes and reduce your stress about your financial future. One of Joe’s biggest strengths is establishing rock-solid financial plans to keep you headed in the right direction regardless of what life throws your way.

When he’s not working, Joe is either fishing with his wife or playing with his two children. A devoted family man, comic book geek and country boy at heart being born and raised on his family’s farm, Joe is also a sports enthusiast.

Optimize's Approach to Wealth Management

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.

The Joe Palhad Group's Value Add
 

The cornerstone of the Joe Palhad Group’s service rests in effectively matching clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. They measure their success by how well they have helped clients achieve their specific financial planning goals and objectives.

Joe provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring his clients always benefit from the highest level of service. Adam Newsome and Sameer Amin are the Portfolio Manager and Associate Portfolio Manager who advise and manage client investment accounts, while Joe helps clients with their Financial Planning needs and can also help clients access value-added services available to Optimize clients such as tax planning, estate planning, or insurance*. 

 

*Insurance is only offered through a licensed Individual at Optimize to residents of Ontario, British Columbia, Alberta, and Manitoba.

Please know that Joe Palhad is not licensed with any securities regulators in Canada and therefore cannot provide you with investment advice. All registerable activity is provided by registered and licensed Associate Advising Representatives and Advising Representatives of Optimize Inc. and therefore you should consult with a licensed representative of Optimize Inc. when you are in need of investment advice.

Contact

 joe.palhad@optimize.ca

 519-718-0100

 416-840-4939

Office Location

The Joe Palhad Group

Adam Newsome Headshot

 

Adam Newsome
Portfolio Manager

Sameer Circle Crop

 

Sameer Amin
Associate Portfolio Manager

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Kelly Palhad
Associate