Joanne is a wealth advisor, providing client-tailored insurance and estate planning strategies for high net worth families. She works closely with her clients to understand their specific business needs and financial goals, and analyzes the net, after tax impact of various investment decisions. To achieve tax-efficiency for her clients, Joanne specializes in using the tax-exempt status of life insurance to build and protect her clients' wealth. As a former business owner herself, she has a real passion for ensuring that income remains in the hands of business owners.
Prior to Yorkville, Joanne was at Sun Life Financial where she specialized in developing strategies for high net worth clients. After one year, she moved into a Sales Manager role where she helped train and develop advisors.
Additionally, Joanne is very passionate about her involvement in the community. She is a co-founder of Recovery Matters, an Ottawa based initiative, raising money to help local families and business owners struggling financially due to cancer diagnoses. She is also actively involved in several business organizations that connect and promote local businesses.
Joanne studied International Development and Relations at McGill University. She has successfully completed the Investment Mutual Fund Course (IFIC) and the Ontario Life License Qualification Program (LLQP). She is currently working on her Certified Financial Planner designation.