Joan’s number one priority as an Investment and Wealth Advisor to families, businesses and non-profit organizations is to build long term financial plans with the right investments that fit their life goals. Setting goals is only the start. Making sure you reach your goals is the key difference with her investment approach.

My Five Beliefs

1. I believe in a comprehensive wealth management approach that incorporates personal financial planning, insurance, will and estate planning.

2. I believe business owners need a personalized investment approach that includes tax minimization, insurance risk mitigation and maximizing retirement pension income.

3. I believe successful individuals and families need ongoing help to maximize after tax income and manage long term multi-generational wealth.

4. I believe in the benefits of asset allocation

5. I believe my principle goal is to significantly impact the lives of my clients by taking the weight of wealth management off their shoulders.

Recent Posts

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How will the German election affect European markets?

Sep 17, 2021 | Frédérique Carrier

The outcome of Germany’s election could influence EU fiscal integration and economic regulations. We look at potential implications for investors.

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For Bryan and Sarah, security comes first when accessing their financial accounts online

Sep 14, 2021 | RBC Wealth Management

Learn why HGTV Canada’s Bryan and Sarah Baeumler use the new RBC Wealth Management experience on the RBC Mobile app to access their accounts – wherever and whenever they need.

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How will the end of unemployment benefits ripple through the U.S. economy?

Sep 10, 2021 | Atul Bhatia, CFA

The expiration of federal benefits is likely to kick start millions of job seekers, and we see positive and negative implications for the economy.

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