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, she enjoys spending time with her husband, their three daughters and two adorable grandsons.
