Skip Navigation

Joanne Coker

Wealth Advisor

Tel: 613-967-2250
Tel: 613-476-9794
Tel: 1800-647-3998

Joanne Coker
Tanya Doxtator

Address
210 Front Street
Belleville, ON
K8N 2Z2
Map

Other Locations

BMO Bank of Montreal
115 Main Street
Picton, ON
K0K 2T0

Contact Me

Joanne Coker's experienced and knowledgeable approach to financial planning really helps take the stress out of investing.

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.

 

What are the traits you look for in an investment advisor?

Experience and longevity in the business are both important - many people don't realize that many financial advisors have less than five years in the business. A varied, extensive and up-to-date educational background is also a key factor. You want to be confident that your advisor is fully trained in all aspects of investment advice.


Personality should play a big role as well. Your advisor must have the flexibility to meet your changing needs, and you should feel very comfortable with your partner (feeling free to be frank about your financial goals and/or limits).


Frequency of client contact is another important factor. Many people's complaints about their existing advisor include that they rarely hear from them, that they would like to be given more attention and that they have begun to feel unimportant in the process.