Joanne became an Investment Advisor in 1995 after a successful career in banking. A Chartered Investment Manager, she is the creator of our team’s Watermark System, a year-by-year plan that ensures clients make progress toward their goals through a disciplined investment strategy. Early in Joanne’s career, she came to recognize that most people did not have clearly defined goals or any mechanism to track their progress against these goals. As a result, many of their big questions were left unanswered, such as: Am I saving enough? Will I live comfortably in retirement? Or, Will my family be alright if I pass away unexpectedly?
Joanne created the Watermark System to give clients a road map and a means to see their progress on their journey. She is an enthusiastic golfer and enjoys a variety of recreational sports, and currently serves on the board of the Ottawa Heart Institute Foundation. Joanne lives in Ottawa with her husband, Rick, and has two adult children.