Joanne began her career in the investment industry in 1984 as an institutional money market salesperson working with some of Canada's largest corporations, government entities, pension and mutual funds. She has worked with private clients since 1998. Joanne is licensed to facilitate the wealth management process through the discretionary or non-discretionary use of options, securities, mutual funds and insurance. She holds the Financial Management Advisor (FMA), Fellow of the Canadian Securities Institute (FCSI) and Chartered Investment Manager (CIM) designations. She earned her Elder Planning Counsellor (EPC) designation in 2005, focusing on the evolving and specialized needs of Canada's citizens as they age. Recently, Joanne completed the Knowledge Bureau's Master Financial Advisor-Philanthropy (MFA-P) designation.
In 1978, Joanne received her Honours BA, with distinction, from the University of Toronto. She was awarded a Commonwealth Scholarship in 1979 and earned her MA from the University of London (England), highest honours, in 1980. In 2014, Joanne attended the Harvard Kennedy School and completed the Executive Education course, "Investment Decisions and Behavioral Finance". In 2019, she completed the Investments and Wealth Institute's Applied Behavioral Finance Course.
Joanne is a founding member of both the Sick Kids Gift and Estate Planning Advisory Council and the Gift Planning Advisory Council of the JBMH Foundation. Her favorite roles are mother, mentor, and pancake maker in Halton's Food for Thought program.