Joseph Viveiros ~ Independent Insurance & Investment Advisor
A financial security advisor since 1994 with 22 years of experience in the financial services industry working with multiple companies and organizations.
Joseph’s client relationships start with the development of a comprehensive financial plan based on understanding his clients financial status, clarifying their values in regards to their goals and implementing the most suitable solution to attain their goals. On-going reviews are maintained with his clients to ensure successful implementation of his clients plans. Joseph also provides budget management advice, investment planning, risk management solutions, and a review of various tax and estate planning aspects.
Joseph and his wife Diane have three children. They are involved in the local community in various fund-raising events, especially in areas of raising awareness for children and families living with Autism.
Meetings are by appointment, in your home or at the office. Which ever is most convenient for you. A proud member of the Bradford West Gwillimbury community for over 20 years.
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