Joe has been providing leadership development, career guidance, financial counselling and retirement planning advice to Knightsbridge Robertson Surrette’s career management and career transition clients for over 20 years. Joe has a real talent for offering advice that is rich in common sense, and makes the complex simple and manageable. As an established relationship builder with a genuine commitment to both the firm and his clients, Joe always exudes a positive attitude and a great sense of humour.
In his previous career, Joe held sales and administrative roles with a leading insurance company, and he worked in the insolvency area with a national accounting firm. Joe holds a Certified Management Accountant (CMA) designation, a Certified Management Consultant (CMC) designation and a Bachelor of Business Administration degree from St. Francis Xavier University.