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Joseph Alkana, CIM, FCSI, BA Economics Chartered Investment Manager; Portfolio Manager; Investment & Commodity/Futures Advisor

Joseph Alkana is a Victoria, B.C.-based Portfolio Manager and Investment Advisor. He is part of the Ocean Wealth team at PI Financial along with Ian Clark, CIM, CFP and Steve Bokor, CFA. Together they help people align their investments with their financial goals and manage portfolios for them. Clients range from high net worth households and professional corporations to retirement plans and charitable foundations from Ontario to B.C.

Depending on the clients’ goals, portfolios are constructed as income-generating or more growth-focused - but always actively risk/reward managed. For those who have retired, sold their home or business, the ability to enhance portfolio income, define reward and risk while reducing portfolio fees with equity options is the centerpiece to their transparent and tax-smart approach to investing and trading.

Joseph has been quoted in the media on numerous investment topics and recently presented to investors as a member of the TMX Group’s expert panel at the Vancouver Options Education Day. He is currently a contributor to the Money Column for Douglas Business Magazine, the Montreal Exchange’s Option Matters Blog helping to educate Canadian investors to better learn how to profit from options and appears on CHEK TV doing the Your Money market recap.

Along with a Bachelor’s Degree in Economics (BA Econ.) & Sociology, Joseph holds the Chartered Investment Manager (CIM®) and Fellow of Canadian Securities Institute (FCSI®) designations.

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