Based in Calgary, Joe Marino, LLB, MBA, TEP, is an Estate and Trust Advisor with MD Private Trust Company.
Joe graduated from the University of Manitoba in 1985 with a Bachelor of Laws degree and received his call to the Manitoba bar in 1986. After practicing with the largest and oldest law firm in Winnipeg, he joined the financial services industry in 1990 and subsequently received his Trust Officer, Senior Trust Officer, Personal Financial Planning (PFP) and Canadian Securities Course (CSC) designations from the Canadian Securities Institute. His Trust and Estate Practitioner (TEP) certification was awarded by the Society of Trust and Estate Practitioners (STEP) in 2002. In 2011, Joe earned his Fellow, Institute of Canadian Bankers (FICB) designation and an MBA from Dalhousie University in 2012.
Joe is a member of STEP Calgary and has facilitated and spoken at many seminars and conferences regarding estates and trusts, practical trust taxation, trust administration and commercial investment issues. He has developed and conducted numerous workshops regarding estate and financial planning, trusts, taxation and investments.