Introducing Joseph Zacconi

I understand that your financial goals for the future are unique. In order to best serve your needs, we begin by building strong, lasting partnerships based on the principle of a disciplined investment planning process. As a financial advisor for Raymond James Ltd. in Langley, B.C., I put you and your needs first.

Offering a wide range of investment services, I am committed to helping you achieve your financial freedom. I specialize in providing advice to small business owners, as well as customized advice individual clients regardless of their career stage. I will work with you to build a custom road map that will help you achieve your goals, building a framework around risk management, investment management, and succession planning. Additionally, working with a team of wealth management professionals, I offer a comprehensive array of investment alternatives tailored to your needs. The wealth management alternatives I offer include help with financial planning, retirement planning, or estate planning.

With over 30 years of experience in the financial services industry, and a deep-rooted commitment to doing what is right for my clients, I treat your investments as if they were my own, and I value the individual relationships which grow over the years.

I live in Langley with my family and have been an active member in the community for over 10 years. I have been a member of the Langley Animal Protection Society (LAPS) for the last three years. I value the foundation of a good education and strong family values.