Joanne Vesprini, BA (Econ) firstname.lastname@example.org
Learn more about the values I bring to my practice in my client testimonials.
Greater financial peace of mind starts here
With over 25 years of financial management experience and an academic background in economics, I specialize in helping women and couples who are nearing retirement or already retired enjoy an organized financial life and holistic wealth management. My calm and cautious nature enables me to take complex issues and make them accessible to you with plain language.
I believe that managing wealth can be uncomplicated and effective, while still making progress towards important goals. With an emphasis on risk management, financial planning and retirement planning, my all-encompassing service extends beyond investing to include lifestyle protection, retirement planning, intergenerational wealth transfer and legacy creation.
I also combine my disciplined investment style with a strong commitment to personal service to deliver trusted advice that is based on and aligned with your goals. Above all, I understand that there are several ways to get to your destination. The key is to find the advisor and the path that make you feel comfortable and confident.
I am honoured to help my clients feel confident in their wealth plan, and I’d love to discuss how I can help you find the right financial path for you – contact me today for more information.
I promise to ensure:
- We meet on a regular basis to discuss important matters in your life and help you through complex issues
- You receive quarterly investment updates and a market overview
- We remain on the same page regarding your personalized plan
- I bring relevant solutions to your attention, along with specialists when necessary