Joseph Miniaci, B.Comm, Cfp®, Rrc®, Epc, Cpca
About Joseph Miniaci, B.Comm, Cfp®, Rrc®, Epc, Cpca
Joseph Miniaci is a Division Director at Investors Group Financial Services Inc., where he has worked since 2010. He holds multiple financial designations and has extensive experience in financial planning and education.
Work at Investors Group Financial Services Inc.
Joseph Miniaci has been employed at Investors Group Financial Services Inc. since 2010. He has held the position of Financial Consultant for 14 years, where he provides financial planning services to clients. In January 2015, he was appointed as Division Director at the Toronto Midtown Region, a role he has maintained for 9 years. In this managerial position, he oversees operations and leads a team of financial professionals.
Education and Professional Designations
Joseph Miniaci has a comprehensive educational background in finance and business. He earned a Bachelor of Commerce (B.Comm) from Ted Rogers School of Management at Ryerson University. He has also studied at Georgetown University McDonough School of Business, completing the President's Program Executive Series in 2019. His professional designations include Certified Financial Planner (CFP®), Registered Retirement Consultant (RRC), and Elder Planning Counselor (EPC), among others. He has pursued various courses at institutions such as The Canadian Institute of Financial Planning and the Investment Funds Institute of Canada.
Background and Early Career
Before his tenure at Investors Group Financial Services Inc., Joseph Miniaci worked at Scotiabank as a Financial Services Representative from 2007 to 2009. This role provided him with foundational experience in financial services. He has also engaged in various educational programs, including the Life License Qualification Program at Advocis® and the Certified Professional Consultant on Aging (CPCA) designation from the Age Friendly Business Academy.
Community Engagement and Lectures
Joseph Miniaci is actively involved in community education, hosting financial education seminars throughout the Greater Toronto Area. He has lectured to hundreds of financial advisors across Ontario, sharing his expertise in financial planning. His commitment to educating both clients and peers demonstrates his dedication to the financial services industry.
Personal Interests
In addition to his professional commitments, Joseph Miniaci enjoys traveling with his family, including his wife Anna Lisa and their two sons, Nathan and Joshua. He is also a sports enthusiast and a dedicated fan of the Dallas Cowboys.