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

financial-charts-on-mobile-tablet-and-computer-screens-in-page

Can equities tolerate higher bond yields?

Feb 25, 2021 | Frédérique Carrier

The spike in yields of late has sent shivers through stock markets. But this rise, if contained, isn’t necessarily bad news for stocks.

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front view of a red race car on a track

Why are yields on the rise, and how could higher yields affect investors?

Feb 18, 2021 | Thomas Garretson, CFA

The pace of yield gains has brought some market jitters. But we see yields rising for the right reasons, bringing with it little threat for markets.

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female looking at her taxes in page

7 Tips to Keep You Safe This Tax Season

Feb 18, 2021 | RBC Royal Bank

Tax scammers try many tricks to separate you and your cash — from email notices and offers, fake websites, and even over the phone or in text messages. Here's what to look out for.

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