Joe Carpenter, CFP®

Certified Financial Planner

As a Certified Financial Planner, I work in your best interest, to create the best financial plan to meet your needs. The financial products we recommend for you, are what we believe to be the best products for you; and provide the products at a reasonable price.


We are brokers of life insurance (life boats as I like to call insurance). We survey the life insurance companies, a copy of the survey is provided to you. Then we recommend an insurance company product from the survey and explain why we chose that company.


I have over 35 years of financial planning experience, including tenures at a major international bank in Australia and a local Ontario credit union. My credentials include a Bachelors of Math., from the University of Waterloo, CFP (Certified Financial Planner) and CSC Canadian Securities Course.

Giving back to my community, I am very active as a Rotarian with the Guelph Trillium Rotary Club; The Rotary International Travel Fellowship and the Rotary International Golden Triangle Camp Enterprise committee and past board member of the Guelph Curling Club.

In my spare time we love to cruise on river boats and cruise ships. We curl, play bridge & golf, and I love to scuba dive.

I look forward to assisting you with your financial future.

Insurance products offered under the personal life insurance license of John Carpenter

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.