TP Financial Group

Highly Engaged Employees

TP Financial Group was created as a response to clients' needs for a more comprehensive financial services company. In addition to providing tax services, it also provides financial & estate planning, investment* and mortgage services. Joe Falzone, the owner of TP Financial Group started his first company, The Tax Pros Inc. more than ten years ago.... The Tax Pros Inc. provides personal, business and corporate return services. Joe graduated with a Bachelor of Arts in Commerce at York University. In 1989, he worked for PricewaterhouseCoopers Chartered Accountants in the area of tax, accounting and audit. At PwC, Joe was involved in client engagements for many of Canada's major public companies. In 1990, he joined a mid-sized public accounting firm where he honed his knowledge in small business accounting and corporate taxes and was involved in preparing several hundred tax returns per year for high net-worth individuals. In 1994, Joe decided to establish his own accounting practice. His extensive knowledge of accounting and taxes and affable personality led The Tax Pros Inc. to grow its client base to well over a thousand within a short period of time. Feeling his clients needed better financial planning advice than what they were receiving, Joe went on to become a mutual fund representative with Worldsource Financial Management Inc. (formerly CMG Worldsource) in 1999. He obtained the designation of Certified Financial Planner in 2002. Eager to bring more to his clients, Joe also became licensed to practice as a mortgage consultant with Invis Inc in 2001. He holds the Accredited Mortgage Professional designation in this capacity. Lastly, in 2007, Joe obtained his Life & Disability License to complete the multitude of financial services he provides his clients. Joe's extensive knowledge of the financial industry and his sincere desire to help people find the best solution to their financial needs are the main reasons why clients continue to come back year after year and continues to refer his services to their own ...Read More