With over 20 years in the financial services industry, Joanna Wang has extensive experience with high-net-worth individuals and their families, professionals, business owners, and corporations.
She believes that the client relationship is built on open communication and trust, and she simplifies complex financial matters for her clients and look at their whole picture to help them build a plan that lets them live life confidently.
Joanna was raised in China and has made Edmonton Alberta her new home. Hard-working and caring to her clients has brought her tremendous success in her career. Over 10+ years in Canada, Joanna has continually advanced in her education receiving professional designations, Personal Financial Planner (PFP) in 2016, and Certified Financial Planner (CFP ) in 2021, which allowed her to follow her dream of providing further support and assistance to high net worth individuals , families, professional and business owners, ensuring they are able to retire comfortably. Joanna is able to communicate fluently in both English and Mandarin.
Outside the office, Joanna enjoys spending time with her family and friends. The favorite time to her is being with her two boys, Charlie, 15 years old and Nicholas, 8 years old. She loves to cook, experiment different foods, loves to travel. She is fond of nature, mountains, and lakes.
