Legacy - Joseph McKenna

A great mentor is hard to find and impossible to forget. It is our team’s pleasure to wish our esteemed colleague Joe McKenna, Vice-President and Portfolio Manager, a wonderful retirement.
Joe’s career has exemplified many of the qualities that we strive for in the wealth management industry. His professional demeanor ensured that his clients always knew that was using his knowledge and experience to act in their best interest. His patience and kindness created an environment in which his clients could weather the seasons of their life with confidence, knowing that he was always by their side. The path from advisor to trusted resource to friend was inevitable for those who had the pleasure of working with Joe.
Joe’s impact on his clients has been undeniable. It has been our pleasure to work by his side and experience his impact first-hand. He has set the bar high for our team and for this, we are extremely grateful.