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, 14 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.
