Joseph Lopes, CFP
Philosophy/Mission Statement
We build the foundation of your financial security Today for Tomorrow.
Experience and Education
Joe received his B.A. from Loyola College of Montreal in 1973. He has been a Bank loans manager and then Commercial
Credit manager since then, joining LFS in 1997. Joe has since received his Certified Financial Planner designation,
and assists his clients with their personal protection and investment needs.
Professional Focus
Joe builds personal and group insurance and investment solutions for his small business clients, their families, and
their valued referral clients.
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Joseph Lopes, CFP
Desjardins
Financial Security
Independent Network and Investments Inc.
2301 Carling Ave.,
Suite 200
Ottawa, ON
K2B 7G3
Please feel free to contact me through one of the following methods:
By phone:
(613) 829-8855
Ext. 234
Or e-mail us using our quick and easy contact form on the left.
Testimonials
“We have known Joe for the last fiftheen years. He has been of great help both with his
contacts as a former banker, and in his new role as a financial planner, in our quest of owning our first home.
We trust Joe in helping us plan for our future in these tough times.”
Elizabeth & Gregory MacQueen, Nepean.
“I have known Joe both as a friend and finance professional since 1981. Joe was one of
the Ottawa Credit professionals that set up the Ottawa branch of the 'Institute for Credit and Financial Management'
in 1986. Joe is a true professional & overall nice guy. That is why I entrust my personal insurance and mutuals
funds portfolio with Joe.”
Achama Isaac, Ottawa
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