Joanne Livingston is a Portfolio Manager, Certified Investment Manager and founding Partner of Livingston Wealth Management with RBC Dominion Securities. After a successful career in banking, Joanne followed her passion for advice and service into Wealth Management. Today she and the group serve 250 families and manages over 300 million dollars of family wealth.
Beginning in 1996 with a clear direction for process driven results, we developed what is now known as The Watermark System. Based on real needs and desires of our clients, an ongoing cash flow matrix is created to capture the best opportunities and mitigate risk. This year by year planning process clearly illustrates your family’s goals and brings to life what is possible. Incorporating sustainable investment advice and working with your tax planning professionals, we execute on the plan and fulfill the cornerstones of Wealth Management.
Joanne enjoys family, cottage life, golfing, kayaking and cycling….although not necessarily in that order :)
