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

Capitol building with thunderstorm sky

Debt ceiling update

May 26, 2023 | Atul Bhatia, CFA

Recent headlines on debt ceiling negotiations indicate significant progress towards a deal, but with major unresolved issues.

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business woman looking at computer thoughtfully

Mixed message

May 25, 2023 | Joseph Wu, CFA

Some recent data suggest the global economic expansion is intact, while other clues indicate caution is warranted. What does that mean for investors?

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Global Insight Weekly RBC Wealth Management

Trends and opportunities for emerging market investment

May 18, 2023 | Frédérique Carrier

With improving growth projections and structural economic changes, emerging markets are attracting investment in both equities and fixed income.

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