Joan’s number one priority as an Investment and Wealth Advisor to families, businesses and non-profit organizations is to build long term financial plans with the right investments that fit their life goals. Setting goals is only the start. Making sure you reach your goals is the key difference with her investment approach.

My Five Beliefs

1. I believe in a comprehensive wealth management approach that incorporates personal financial planning, insurance, will and estate planning.

2. I believe business owners need a personalized investment approach that includes tax minimization, insurance risk mitigation and maximizing retirement pension income.

3. I believe successful individuals and families need ongoing help to maximize after tax income and manage long term multi-generational wealth.

4. I believe in the benefits of asset allocation

5. I believe my principle goal is to significantly impact the lives of my clients by taking the weight of wealth management off their shoulders.

Recent Posts

The future of retail: How COVID-19 continues to transform e-commerce

The future of retail: How COVID-19 continues to transform e-commerce

Aug 14, 2020 | Tasneem Azim-Khan

The pandemic has fast-tracked the transition to online retail from store-based, and market share gains may become permanent for some online companies.

Read more
New York City

U.S. earnings are moving in the right direction

Aug 13, 2020 | Kelly Bogdanova

With Q2 earnings better than feared, what does this mean for the 2020–21 earnings outlook? And is the market’s current valuation a sticking point?

Read more
David Chilton Royal Trust logo

The Wealthy Barber on how a cottage can complicate estate planning

Aug 13, 2020 | RBC Wealth Management

“The last thing you want is for your cottage, a place of great memories, a true family treasure, to end up being a wedge that drives your family apart.”

Read more

Please complete the following form if you would like us to contact you. Required fields are marked with an "*".

Please be advised that any information sent through this Contact Us page is not considered secure and privacy can not be ensured. Therefore, we ask that you not include any confidential information such as bank account numbers, credit card numbers, or other account details.
*Required fields