Client Statements

Joe Shumka, BIO

Joe Shumka 2015

Joe has been in the investment business and working with John Armstrong since 2002. Understanding others perspective and simplifying complicated financial scenarios is his specialty. Joe will be in the office to help clients fulfill financial requirements contemplated in the Income and Expense Model. From experience, going through the Income and Expense Model process has helped clients create a well thought out plan and achieve financial success.

Joe started his career with Clarica (now SunLife) before moving to Armstrong & Quaile Associates Inc. (now Sterling Mutuals Inc.) to become an investment fund advisor and help clients be confident in the financial decisions they are making.

Joe has completed the Canadian Securities Course, Professional Financial Planning Course, the Officers’ Partners’ and Directors Course’, Branch Managers Course and the Life License Qualification Program.

In his spare time Joe enjoys Hockey, Skiing, and Golf.

His passion is finding new ways to make his daughter Gracie and son Brandon smile, even though it’s usually the other way around.