A longtime Investment Advisor, Jo-Anne also has 20 years of banking, lending and mortgage experience. She will work with you to understand your unique needs and design an all-encompassing financial management strategy.
Jo-Anne’s clients come from all walks of life, and many include families, retirees and women managing money who need a dedicated guide for all things relating to their financial health. No matter your circumstance, she will start by gaining a deep understanding of your unique goals, needs and aspirations, then apply her expertise to build a strategy that makes the most of your wealth. This approach not only results in better wealth management, it helps her build long-term relationships with her clients based on trust, support and sincere care.
Jo-Anne is a firm believer in the power of ongoing education. She has obtained the industry designations of Professional Financial Planner (PFP), as well as a life insurance licence, so she can provide a more comprehensive level of service to individuals with complex wealth needs.
Outside of the office, Jo-Anne and her husband, Mac, enjoy living in the country and entertaining family and friends. They have three adult daughters, one adorable grandson, and, as animal lovers, two dogs and two cats.
