Joan began her career on Bay Street in Toronto in 1989 and subsequently moved to Barrie to further her investment experience and practice.
She transitioned to RBC Dominion Securities in 2012 because “the firm clearly values a personalized wealth management approach”. The firm’s philosophy and Joan’s investment beliefs meshed immediately. The three pillars of her investment approach are conservatism, patience and discipline. As part of her ongoing commitment to education Joan achieved her Chartered Investment Management (CIM) designation from the Canadian Securities Institute in 2014.