Joe Barbieri
Joe the Investor · Toronto, Ontario, Canada
Joe Barbieri is a fee-only financial advisor at Joe the Investor in Toronto, Ontario, Canada, who holds the CFA, BCom and BASc (Civil Eng) credentials. Joe charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (no asset minimum) and focuses on flat-fee planning, retirement planning and small business owners.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
Facts
| Firm | Joe the Investor |
|---|---|
| Based in | Toronto, Ontario, Canada |
| Fee model | Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | No asset minimum |
| Works virtually | Yes |
| Credentials | CFA · BCom · BASc (Civil Eng) |
| Website | www.joetheinvestor.ca |
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Questions about Joe
Is Joe Barbieri a fee-only financial advisor?
Yes. Joe Barbieri is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).
How does Joe charge for financial advice?
Joe charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Joe charge?
According to Joe the Investor's website, checked October 28, 2026: no asset minimum.
Does Joe work with clients virtually?
Yes. Joe the Investor says on its website that it works with clients remotely.
Where is Joe Barbieri based?
Joe Barbieri is based in Toronto, Ontario, Canada.
What does Joe specialize in?
Joe's specialties include flat-fee planning, retirement planning and small business owners. Joe works with retirees, pre-retirees and founders.
What credentials does Joe Barbieri hold?
Joe Barbieri holds the CFA, BCom and BASc (Civil Eng) credentials.
How do I contact Joe Barbieri?
Through Joe's website, www.joetheinvestor.ca.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Canadian fee-only planners directory : a directory limited to fee-only planners
- Joe the Investor website : specialties, clients served, and fees, checked October 28, 2026
- Directory listing last checked April 21, 2026.
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