Testimonials

Knowledgeable and helpful!

Joseph has been extremely helpful and knowledgeable with regards to taking care of my RSPs. I would highly recommend him to all my friends.

Ingred G.

Advice and service I can count on

Joseph always does a great job for me. I have recommended him to my family and many of my friends and he has made satisfied clients of all of them.

Shauna C.

Joseph has been my trusted advisor for 21 years.

Joseph has advised me in every aspect of my financial life. From taxes to investments to business plans Joseph’s guidance has been invaluable. His ability to thoroughly assess a situation and then clearly and concisely present the options and the relative merits of each is beyond compare. I would recommend him without hesitation.

Jonathan R.

Another year to celebrate!

Joe is very resourceful with getting the most for me out of my income tax returns. He is very patient and helpful when I need something explained that I don’t understand.

Erin C.

Comfortable & Convenient Advice

I like the fact that Joseph is willing and good at explaining things so they make sense. He always takes the time to answer my questions. Working with Joseph has improved my knowledge of and confidence with financial matters.

Judianne S.

Joseph’s advice has made a world of difference to me.

If I had to list the one most valuable benefit I have had from working with joseph for almost 20 years it would be peace of mind. He is knowledgeable and thoughtful and his advice is always spot on.

Roy S.

I would recommend Joseph without reservation!

I have worked with Joseph for over ten years and have always found his advice excellent and his service accurate and dependable. He has provided me advice both in the course of business and personally and the range of his knowledge is quite amazing.

Douglas M.

We will come back!

We had a great experience, Joseph made us feel comfortable and he is very knowledgeable and cares about his clients.

Diana B.

It Has Made All the Difference

I have been a client at Joseph Shoichet Consulting since 2003. The most important part of the services provided, for me I think, is the peace of mind I get from knowing that whatever comes up in my life financially, I have a first-rate strategist I can call on. Whether it’s routine business or a major issue, I always feel comfortable talking things over with Joseph, and he is better at explaining the trickier details of asset management, funds allocation, and taxes than anyone else I have ever talked with on these subjects, in any context. I recommend this company without reservation!

Natalie D