You are more experienced now, your bank account is larger, and it is easier to think further ahead.
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Joe Borges has been in the financial services business providing financial advice to clients for over 29 years. Honesty, Integrity and mutual trust is Joe’s moto in both business and life. Helping people make their dreams a reality by utilizing a unique financial and lifestyle planning process has been the cornerstone of a very successful and rewarding career.
Joe is very proud of his heritage and he is equally proud to call Canada home since coming to Kitchener-Waterloo from Azores in 1968. He has always been an active supporter and contributor to both his church and community. Joe has held a number of positions within the Kitchener Portuguese Club as well as being Past President of The Waterloo Region Portuguese Business and Professional Association. He has also played soccer for the Kitchener Portuguese Leons Club and dedicated countless hours to coaching children in Kitchener Minor soccer.
As a devoted family man Joe has been married to his wife Maria for over 42 years, together they have three adult children and love to spoil their three Granddaughters.
Whether you are looking for an experienced Financial Advisor to provide high quality financial, insurance, retirement or estate planning advice; OR if you are just looking for the best available GIC rates, Joe will be pleased to help.
To arrange a free no obligation, consultation please call Joe Borges @ 226-647-2037 and let’s make your dreams come true!
Eric Velanoff joined Lifestyle Wealth as a Financial Advisor in 2016. Eric brings with him over five years of work experience in the financial services industry including both head office and advisory roles. Prior to joining Lifestyle Wealth, Eric was a successful advisor with a large financial services firm in the Kitchener Waterloo area. He has also held various roles with one of Canada’s largest independent investment dealerships. While his passion lies in wealth management, he also recognizes there are many important factors to identify and analyze as part of putting together and implementing a comprehensive financial plan.
Eric is focused on working with you to:
By taking a relaxed approach in getting to know his clients, Eric makes clients feel at ease as he works to evaluate time horizons and risk tolerance. He will work hard to offer you peace of mind financial solutions so that you can focus your time on the things that matter most to you.
Eric’s educational background includes a diploma in Financial Services from Conestoga College and a BA from the University of Waterloo. He has completed his Canadian Securities Course and is currently working toward his Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations.
An avid golfer for 15 years, Eric enjoys the opportunity that playing golf offers in getting to meet and learn about new people. He also enjoys recreational curling and watching hockey in his spare time.
Rest assured that Eric will deliver the information and advice you need to manage your wealth with confidence. Contact him today to get started.