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

global insights weekly

What will policy normalisation look like for global central banks?

Nov 19, 2021 | Frédérique Carrier

The synchronised, extraordinarily accommodative response of global central banks since the pandemic struck is giving way to different policy paths.

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Why is the market largely unfazed by high inflation?

Nov 12, 2021 | Kelly Bogdanova

Inflation continues to rise and the U.S. equity market is mostly indifferent. We lay out factors that could make inflation a problem for the market.

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stock exchange market screen

How will Fed tapering affect market dynamics?

Nov 05, 2021 | Thomas Garretson, CFA

The long-anticipated taper announcement came. But there are a lot of moving parts to the Fed’s outlook and we address three burning questions.

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