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

David Chilton wearing light blue sweater RBC royal trust logo

Why your digital assets should be part of your estate plan

Nov 25, 2020 | RBC Wealth Management

The Wealthy Barber on planning for your digital assets after you’re gone.

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The challenging path forward for yields

Nov 20, 2020 | Thomas Garretson, CFA

As the potential catalysts to a higher yield environment disappear, we explain why we think the fixed income landscape ahead will be challenging.

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automatic-agricultural-technology-robot-arm-watering-plants-in-page

Automation advancements lead to new products and higher productivity

Nov 18, 2020 | Dan Smith, CFA

Advancements in computing power and mechanical technology can lower manufacturers’ costs, and bring added quality and customization to their products.

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