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

Why investors shouldn’t be spooked by Q2 earnings

Why investors shouldn’t be spooked by Q2 earnings

Jul 10, 2020 | Kelly Bogdanova

Investors should widen their range of vision, and look at the contours of the economic recovery and how earnings estimates for 2021 shake out.

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David Chilton Royal Trust Logo

The Wealthy Barber on the markets, economy and the current business environment

Jul 06, 2020 | RBC Wealth Management

“I'm still a long-term optimist, there are definitely challenges out there now, but I feel good about where we're headed.”

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The resilient Health Care sector in an election year

The resilient Health Care sector in an election year

Jul 06, 2020 | Gopa Nair, CFA

We examine investment themes we think are supportive of the sector’s long-term growth prospects regardless of the policy environment.

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