Joanne’s strengths lie in her experience, knowledge, and attention to detail. Her clients include business owners, professionals, and retirees. Joanne is a Wealth Advisor with 20 years experience in Financial Services.
Joanne has the expertise to match each client's unique situation with sound investment strategies. Detailed attention to tax situations and other financial circumstances ensures that the investment plan is tailored to a client’s specific goals, and will always stay within a predetermined risk level.
Joanne has an office in both Picton and Belleville.
Ronda joined BMO Nesbitt Burns in 2019. With utmost care and professionalism, Ronda processes clients orders and responds to issues and questions regarding client accounts. She ensures that all account documentation on file is current and accurate.
Ronda graduated from the University of Alberta and continues with her professional development within the investment industry