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

Kate Moran and Julie Angus

Ocean economy: The next frontier in Canadian innovation

Aug 11, 2020 | John Stackhouse

With the world's longest ocean coastline, Canada is surrounded by a remarkable resource, one that binds global environmental and business interests in innumerable ways.

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David Chilton Royal Trust logo

Named an executor? The Wealthy Barber says, “Renounce!”

Aug 07, 2020 | RBC Wealth Management

“If you’re named executor, please get professionals involved. I don’t mean psychiatrists, though that may be a good move, too.”

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Big Tech is driving the market’s gains: What does this mean?

Big Tech is driving the market’s gains: What does this mean?

Aug 07, 2020 | Kelly Bogdanova

The five largest stocks in the S&P 500 have accounted for a disproportionate share of stock market returns for some time now. How concerning is this?

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