About Joe Macek

With offices in Toronto, Ontario and Winnipeg, Manitoba, Joe Macek has served in the investment field since 1998, becoming a licensed Investment Advisor, and Portfolio manager. Joe joined iA Private Wealth in 2014 after a long 16 year tenure with his previous firm. He is a licensed provider of portfolio management services in six provinces and can provide advice on a number of financial instruments such as stocks, bonds, mutual funds, options, fixed income and various ETF's. Joe Macek previously gained experience in areas of investment advising and management over the course of more than 16 years at his previous firm where he specializes in high level client engagement and service, the development of effective retirement plans, and generating income for retirees.

Mr. Macek studied portfolio management at the Canadian Securities Institute (CSI). He achieved several CSI designations, including certifications as a Financial Management Advisor and Derivatives Market Specialist. He maintains his status as a Fellow of the CSI. He continues to add to his many designations today through continuing education.

When he is not providing Investment Advice and portfolio management services to clients at iA Private Wealth, Joe Macek serves on the board at Turning Leaf, a not-for-profit dedicated to providing a range of support services to families and individuals living with mental illness and intellectual challenges. Its services include crisis intervention and ongoing treatment.