Joseph Brook,

As a 23-year veteran of the investment industry, Joseph brings the experience of an advisor that has successfully advised families through the ups and downs of the market cycle.

His objectives are to fully understand each client’s goals and risk profile, and create a successful investment plan that effectively incorporates the most appropriate investments, balanced between risk and reward. His philosophy, investment management discipline and client service processes contribute to the success of his clients. His investment strategy adjusts with current events and is consistent with the principles of Warren Buffett.

In his free time, Joseph enjoys traveling, cooking, home renovations and classic car mechanics. He is also an active squash player, scuba diver, cyclist and loves watching soccer.