Senior Wealth Advisor
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.
Ryan joined my team and BMO Nesbitt Burns in 2023. He graduated from Laurentian University with a Honours
Bachelor of Business Administration degree. With a deep interest in Wealth Management, he is working towards his Canadian Securities Course, as well as, his Conduct and Practises Handbook licensing and is excited to begin his career at BMO Nesbitt Burns.
He is available to help with all administrative matters. He responds to questions and concerns regarding client accounts, and ensures all documentation on file is current and accurate. Clients can call Ryan with any changes to account information or other administrative needs.
Ryan prioritizes relationship management, and continues to grow his professional development through BMO Nesbitt Burns.