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

Why can’t the stock market shake off the downward pressure?

Jun 23, 2022 | Kelly Bogdanova

As volatility drags on, we look at what’s changed with the four issues weighing on equities and how it may shape the investment landscape from here.

Read more

Do central banks have any good options to tame inflation?

Jun 17, 2022 | Thomas Garretson, CFA

As aggressive rate hikes fuel concerns about a potential economic downturn, we look at the policy options and the factors that could drive changes.

Read more

How evolving regional economic outlooks shape the investment landscape

Jun 10, 2022 | Frédérique Carrier

As many central banks act forcefully to curb today’s challenges, we look at prospects for major economies and what to expect as this period evolves.

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